Safety. Predictability. Flexibility. Tax Advantage. Clarity.

These are the fundamental principals of how we plan and execute strategies.

Together with our partner, Kingswood Family Office, headquartered in New York City and London, UK, we are collectively overseeing more than $3 billion in assets. We combine the resources and capital of a very large financial services firm with the personalized touch of a boutique company.

About Fahad Bashir

For over a decade, Fahad Bashir has been a trusted tax and financial strategist to some of the world’s most influential individuals—professional athletes, entertainers, physicians, financial professionals, and high-profile business owners. His bespoke, proprietary strategies are designed to not only reduce tax liabilities but to also optimize growth, protect wealth, and preserve what matters most: family, career, and personal fulfillment.

Specializing in serving High and Ultra High Net Worth clients, Fahad’s approach is rooted in the implementation of highly customized solutions in tax optimization, advanced investment strategies, and estate planning. His clients benefit from a holistic strategy that aligns with their personal and financial goals, ensuring they can enjoy a life of impact and legacy.

Fahad’s expertise lies in Tax Mitigation and Tax Advantage Planning, anchored by four core pillars: Liquidity, Safety, Predictability, and Tax Efficiency. In an ever-changing world, Fahad delivers clarity, offering a structured approach to wealth management that guarantees security in uncertain times.

With a diverse client base spanning industries such as healthcare (renowned physicians and specialists), professional sports (NBA, MLB, NFL), private equity, entertainment, and business (from restaurateurs to construction magnates), Fahad is well-versed in addressing the unique challenges and opportunities each sector presents. His clients come from various cultural backgrounds, adding richness and perspective to his practice.

Fahad’s philosophy is simple: Understand each client’s specific needs, protect their wealth, secure their legacy, and mitigate liabilities—all while empowering them to focus on what truly matters.