The family office solution for wealth advisors
Bring institutional-level financial strategies to your clients without having to build an entire family office yourself.
MyTaxNinjas combines specialized professionals, integrated technology, and coordinated service delivery to help you address four critical needs: protecting assets, reducing taxes, growing wealth, and preserving family legacies.
Your clients. Your relationships. A more complete financial solution.
Offer the breadth of planning high-net-worth families expect.
Be the advisor who coordinates the bigger picture.
Our team coordinates the complexity behind the scenes.
Grow beyond the portfolio without building a family office.
A clear path for your clients
MyTaxNinjas provides the coordination, technology, and professional access to help you deliver a true family office experience.
Red Ninja
Find. Structure. Execute.
Coordinated tax planning, business structures, deductions, and capital gains strategies — reviewed with qualified tax professionals.
Blue Ninja
Protect. Preserve. Defend.
Trust and entity structures, liability protection, and risk management coordinated with legal professionals.
Green Ninja
Invest. Optimize. Accelerate.
Capital allocation, cash flow strategies, investment coordination, and financial projections — aligned with the advisor’s investment approach.
Purple Ninja
Plan. Transfer. Continue.
Estate planning, succession planning, generational wealth transfer, and continuity — coordinated with estate and legal professionals.
The MyTaxNinjas platform
Powered by MyVectr: client intake, planning workflows, entity and document organization, and ongoing reporting — designed to keep you at the center of every client conversation.
The advisor opportunity
Advisors are compared on returns, fees, and portfolio management. MyTaxNinjas helps you compete on something larger: becoming the central financial relationship for your clients.
Built for wealth advisors
Your relationship stays at the center. We provide the infrastructure and coordination behind it.
Owns the client relationship, identifies planning opportunities, leads client conversations, and coordinates financial goals.
Provides the family office technology, service coordination, document workflows, and access to relevant professional expertise.
Integrated planning, implementation, and ongoing reporting — delivered under the advisor’s relationship.
Client ownership, service responsibilities, and professional coordination are defined in each partner agreement.
How it works
Understand the client, their family, and their goals.
Review the situation across all four pillars.
Shape a coordinated set of options.
Put the chosen strategies in place.
Keep the plan current as life changes.
Become the advisor who brings the complete family office solution.