Holistic Wealth Management Through Our Virtual Family Office.
Stratax brings together tax, estate, business, risk, and financial planning into one coordinated advisory team — giving business owners and high-net-worth families the clarity of a family office without having to build one themselves.
- ✓ No obligation
- ✓ 20+ yrs experience
- ✓ Senior-CPA review
If any of these sound familiar, you're not alone.
Your CPA doesn't talk to your lawyer
Most professionals work in silos. The result: missed planning, duplicated work, costly gaps.
Estate plans go stale
A will written in 2015 doesn't account for the business you bought in 2022 or the kids' trust in 2024.
You're paying for fragments
A retainer here, a flat fee there, an hourly bill from someone else. Nobody owns the whole picture.
Until now, only the top 1% had a team of experts in sync.
Historically, only the wealthiest families could afford a dedicated team coordinating tax, estate, business, risk, and financial strategy. Through the Stratax Virtual Family Office model, we provide one point of integration for your entire financial life — with our team coordinating the right specialists around one clear plan.
Benefit: Stratax brings the structure, coordination, and planning discipline of a family office to your household and business — through one integrated advisory team.
Our Core Services
Precise. Compliant. Built for year-round confidence.
Advanced Tax Mitigation
Access to proprietary strategies typically reserved for high-net-worth individuals and families.
Estate & Legacy Planning
Ensuring your wealth is protected and passed on according to your wishes.
Risk Management
Integrated insurance and asset protection reviews so the downside is always covered.