• TACTICAL TAX & ESTATE PLANNING

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WEALTH IS THE ABILITY TO FULLY

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Andrew Auchincloss Victor has been in the financial services industry for 25 years, providing counsel in the areas of Tax-efficient Income Planning, Tax-efficient Asset Planning, Wealth Transfer, Estate Planning, and Business Tax and Succession Planning.

For more than 20 years, Andrew has worked with financial advisors to present their clients, clients’ attorneys, and accountants with complex and comprehensive solutions through succinct yet actionable guidance.

30 years of direct industry experience

$5.3B created in new net worth

99% client retention rate

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