The Pandora Group emerged from the recognition that entrepreneurs and business owners were underserved when it came to their tax and related financial needs. The industry normal, traditional tax firms place a larger emphasis on compliance and volume rather than the need for well-rounded proactive advisory. The traditional multi-family office serves the highest of the high NetWorth clientele as advisors without the responsibilities of the reporting that ultimately bare the fruits of the labor. The Pandora Group blends the importances of both the multi-family office and the traditional tax firm into one model by incorporating a seamless approach between the principal service lines of each. As first point advisors across our clients' businesses, portfolios, and financial matters, we act as true financial coaches laying pathways to success.
By shifting the focal lens from the compliance and after-the-fact reporting, we take the approach with our clients to engage in a continual meeting process throughout the course of the year, where we can approach tax planning strategies proactively versus reactively. Ultimately, this allows us to create our client’s tax returns instead of just filing them.
Our ideal prospective partnership is a client that is looking for a team of experts to advise on how to plan their tax obligation and finds the value in understanding the opportunities the tax code allows versus restricts. We strongly believe that a dollar today is worth more than a dollar tomorrow, and by pairing this mentality with our unique tax planning and consulting, we achieve preferable cash flows and wealth generation across all our clients. If our Firm brand resonates with you and aligns with your goals, please reach out to us to explore a potential partnership starting you down the track of tax planning for wealth generation and retention.