Differentiate
Most advisors are compared on returns and fees. Offering coordinated tax, protection, growth, and legacy planning gives prospects a different reason to choose you.
For wealth advisors
Become the Central Financial Relationship for Your Clients.
MyTaxNinjas gives independent advisors access to a comprehensive family office service offering they can bring to their existing clients — while the relationship stays with you.
What changes for your practice
Differentiate. Retain. Expand. Scale.
Retain
Clients whose taxes, entities, and estate plans are coordinated through their advisor have more reasons to stay — and more touchpoints with you throughout the year.
Expand
Bring family office services to existing clients and connect with the next generation, without hiring a team of in-house specialists.
Scale
Structured intake, workflows, and reporting help you deliver a consistent experience across more households without adding operational burden.
Built for wealth advisors
You Focus on Relationships.
We Handle the Complexity.
Your relationship stays at the center. We provide the infrastructure and coordination behind it.
The Wealth Advisor
Owns the client relationship, identifies planning opportunities, leads client conversations, and coordinates financial goals.
The MyTaxNinjas Team
Provides the family office technology, service coordination, document workflows, and access to relevant professional expertise.
One Coordinated Client Experience
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.
Who it’s for
Built for Advisors Ready to Offer More.
- Independent RIAs and wealth advisors serving affluent and high-net-worth families
- Advisors with business-owner, professional, or real estate investor clients
- Practices that want to offer more than portfolio management
- Teams that value coordination over adding headcount
Stop Competing on Investment Performance Alone.
Become the advisor who brings the complete family office solution.