What We Do
At your level of wealth, taxes are the largest controllable expense in your financial life. Most advisors help you file. We help you win.
Proactive by Default
There's a meaningful difference between a CPA who files your return and an advisor who actively structures your finances to minimize what you owe. Most high-net-worth investors have the former. Very few have the latter working alongside them all year.
At Lake Hills, tax awareness is woven into every decision we make — from investment management to cash flow planning to estate design. We work in close coordination with your CPA and estate attorney, so nothing falls through the cracks between disciplines.
The result is a financial life that's not just growing — it's growing efficiently, with less of your hard-earned wealth redirected to taxes that could have been deferred, reduced, or eliminated entirely.
Systematically capturing investment losses to offset gains — reducing your current tax liability without compromising your long-term portfolio positioning.
Identifying optimal windows to convert tax-deferred assets to tax-free growth — particularly during low-income years, early retirement, or before RMDs begin.
Donor-Advised Funds, qualified charitable distributions, and appreciated securities gifting strategies that maximize both generosity and tax efficiency.
Entity structure optimization, deferred compensation design, qualified retirement plan maximization, and exit strategy tax planning for business owners building toward a liquidity event.
"The goal isn't to avoid taxes — it's to never pay more than you legally owe. Over a 20-year period, proactive tax planning can be worth more to a high-net-worth family than a full percentage point of investment return."
Lake Hills Wealth Management — Austin & East Texas
Let's Find What You've Been Leaving Behind
Most families are surprised by how much proactive planning can recover. Let's take a look at yours.
Ready to see what you've been missing?
Ready to see what you’ve been missing?
A 20-minute conversation costs nothing — and often changes everything.