Strategy Services

Turning complexity into confident action.

We act as your fiduciary, advocate, and accountability partner to coordinate your entire financial picture—tax, estate, investments, and more. You focus on what matters most. We handle the rest.

Income Tax Strategy

If your balance sheet drives your tax return, we can help. We specialize in proactive planning, tracking your year-round activity and wealth events and coordinating seamlessly with your CPA.

Estate Strategy

Estate taxes destroy legacies. We project tax exposures, design strategies, coordinate with your team, and handle the administrative heavy lifting so nothing stalls.

Charitable Strategy

Tax-optimized philanthropic strategies through donor-advised funds, foundations, or direct giving—protecting wealth to fuel impact.

Family Office Organization

We serve as your family office’s operational backbone—coordinating staff, bringing in specialists (from attorneys to exotic car importers), and ensuring strategies actually get implemented.

Why Our Clients Stay

Stories from the Redbud family

The feedback from the Redbud team—on optimizing our investments, creatively raising funds for projects, and ensuring we are fully prepared for tax season—has been invaluable.

We spent many years dividing our assets across firms thinking "more opinions" equaled better results. A single, trusted view on our entire portfolio has helped us achieve better outcomes while partnering with people who share our values.

Adam and the Redbud team are thoughtful, professional, and well-aligned partners. I’ve been happy with their culture of high-touch service and entrepreneurial spirit.

You guys are fun to work with and are the best at what you are doing… and I am spreading the word on that anytime I get the opportunity.

In this world of financial sheisters and unspoken conflicts of interest, it is rare to find a financial advisor that you know will be on your side and look out solely for your interests.

Redbud is extremely knowledgeable in estate planning / tax strategies - something we greatly needed. With Redbud’s planning, we have been able to preserve a significant amount of wealth for future generations.

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Get in touch today

We’re here to answer whatever’s on your mind.