US Based: Tax Minimization Strategies
We work with you to identify opportunities for savings and establish tax reduction strategies to reduce your tax burden and retain more of your hard-earned wealth.
- Tax-Efficient Investment Planning – Structuring investments to minimize tax burdens while maximizing returns.
- Wealth Transfer & Estate Tax Reduction – Implementing estate planning strategies to reduce inheritance and estate taxes.
- CPA and Tax Specialist Coordination – Collaborating with professionals for tax planning tailored to high-income earners and business owners.
- Federal & State Tax Compliance – Ensuring adherence to tax laws and filing requirements to avoid penalties.
- Charitable Giving & Philanthropy – Structuring charitable contributions to maximize tax benefits and legacy impact.
- Business Tax Optimization – Advising business owners on corporate tax strategies, deductions, and credits to enhance profitability.
Sanctuary provides access to a trusted network of global custodians and industry professionals who align with our dedication to delivering client-centered service.
$52.1T
assets under custody and/or administration
$2.1T
assets under management
$2.5T+
in global client assets
$2.0B
net capital
*Pershing numbers as of September 30, 2024.
+$2.6 trillion
assets under supervision (AUS)
+1.8k
investment professionals
+100
languages spoken assets under custody and/or administration
*Goldman Sachs numbers as of January 2025.
$10.33 trillion
total client assets
36.7 million
brokerage accounts*
7.37 million
daily average trades
2.0 million
banking accounts
$1.22 trillion
in proprietary mutual funds and ETFs
*Schwab numbers as of January 31, 2025.
$15.1 trillion
assets under administration
$5.9 trillion
total discretionary assets
3.5 million
Daily average trades by customers
Up 35% from 2023
*Fidelity numbers as of December 31, 2024.
A Broad Custodial Network
Our independent platform is designed to offer clients access to a diverse range of leading financial institutions and innovative technology solutions. This flexible structure allows us to collaborate with top-tier custodians while maintaining an objective and client-focused approach.
By leveraging relationships with well-established financial firms, we provide clients with sophisticated services, strong security measures, and detailed reporting tools-ensuring they have the resources needed to make well-informed financial decisions.
