Plan Ahead. Stay Ahead.
There is a significant difference between preparing tax returns and proactive tax planning. Most CPAs are focused on compliance, recording history, and meeting deadlines.
At Pelican Family Office, we go far beyond that. Our team of tax professionals works with you throughout the year to anticipate what’s coming, identify opportunities well in advance, and implement strategies that align your tax plan with your broader financial goals.
Planning before the moment arrives is what separates reactive filing from genuine financial strategy.
- Proactive, not reactive:
We don’t wait for tax season to think about your taxes. Strategy is built and implemented throughout the year, so you’re always positioned ahead of the deadline.
- Beyond compliance:
Meeting regulatory requirements is the baseline, not the goal. True value comes from using the planning process as a strategic tool that moves your financial life forward.
- Strategy tied to your goals:
Whether you’re growing a business, planning a succession, or managing a complex estate, your tax plan is built to serve your larger financial objectives, not just minimize a number on a return.
The Pelican Family Office Approach
Built Around Your Complete Financial Picture
- Year-Round Planning: Tax strategy shouldn’t start in January. We work with you throughout the year to identify opportunities, adjust to life changes, and implement strategies before deadlines close them off.
- Integrated with Your Other Services: Your tax plan doesn’t exist in a vacuum. We coordinate with your legal, wealth management, and business advisory teams to ensure every strategy aligns and amplifies the others.
- Opportunity Identification: Our team actively scans the tax code for new strategies, changes in legislation, and opportunities specific to your income type, business structure, and family situation.
- Accountability and Follow-Through: We track implementation to make sure strategies are actually executed, not just recommended.
Who It’s For
Our tax planning service is designed for business owners, high-income professionals, and families with growing or complex financial situations.
Whether you’re a physician with significant W-2 income, an entrepreneur managing pass-through entities, or a family navigating a multi-generational estate, we tailor our approach to your specific tax landscape.
The Process
- Discovery & Assessment:
We start by reviewing your current tax situation, past returns, business structures, and estate plan to identify gaps and opportunities.
- Custom Strategy Development:
Our team builds a proactive tax plan aligned with your income, goals, and timeline, identifying strategies before they’re needed.
- Coordinated Implementation:
We work alongside your existing advisors or bring our own specialists to execute each strategy accurately and on schedule.
- Ongoing Review & Optimization:
Tax law changes. Your life changes. We revisit and refine your plan regularly so it continues to serve your evolving needs.
Related Multi-Family Office Services
Frequently Asked Questions
What is a Multi-Family Office?
A Multi-Family Office is a coordinated planning model where your CPA, financial advisor, attorney, insurance strategist, and advanced planning specialists work together as one unified team.
Instead of fragmented advice, you receive one strategy, one plan, and one timeline across your entire financial life.
How is Pelican different from traditional financial advisors?
Most advisors work in silos. Investments here, taxes over there, legal somewhere else. You’re left to connect the dots. Pelican eliminates that burden by integrating everyone into one coordinated system, proactively timing decisions around tax windows, planning deadlines, life events, and business moves.
Who is Pelican Family Office designed for?
We serve:
- High-earning individuals 550K AGI or more
- Multigenerational families
- Successful business owners
- Entrepreneurs planning exits
- Clients who want tax-smart, coordinated decisions
- CPAs seeking a planning partner for their best clients
If your financial life has complexity, Pelican brings clarity.
Do you replace my CPA, attorney, or advisors?
No. We enhance them.
Your professionals stay in place; Pelican simply coordinates the team and fills in planning gaps.
If you need additional specialists, we bring them to the table.
How do you charge for your services?
Simple and transparent.
Based on your situation, this may include:
- A flat annual advisory fee, or
- An assets-under-supervision fee, or
- A project-based fee for specialized planning
We provide clarity up front. No surprises, no hidden layers, no commissions on planning.
Do I need a certain net worth or income?
Pelican is designed for individuals, families, and business owners who:
- Want advanced planning and tax coordination
- Have complexity (multiple accounts, entities, or assets)
- Value proactive advice instead of reactive service
Most clients have $2M–$50M+ in assets or are business owners with meaningful planning needs and earn 550K or more in AGI.
How does Pelican coordinate with my CPA?
We meet with your CPA regularly, share planning agendas, and coordinate tax timing with your investment and business strategies.
You no longer relay messages; we handle the coordination so your CPA can do their best work.
What technology do you use?
Clients receive a secure digital portal that organizes:
- Net worth
- Investment accounts
- Estate & legal documents
- Tax documents
- Insurance summaries
- Business interests
- Projections
- Plan comarisons real time
Everything is centralized for transparency and efficiency.
How often do we meet?
Most clients follow a structured review process:
- Quarterly strategy updates
- Annual tax strategy session
- Annual estate & legacy review
- Business planning meetings, as needed
- Unlimited support for major decisions
We meet as much as your situation requires, no extra fees.