Saved me $95K in year one. Finally playing the same game as wealthy families.
Stop Overpaying Taxes. Build Generational Wealth.
Clair360 turns high tax bills into structured, tax-advantaged wealth for top earners.
You’re Winning at Work. Your Wealth Isn’t.
You’re in the top 5% of earners, but your wealth strategy is broken.
Paying $75K–$200K+ in taxes with no reduction strategy.
Locked out of private tax-advantaged investments.
Advisors working in silos with no coordination.
Building $2M–$10M in wealth without asset protection.
Clair360
Your Virtual Family Office
For most high-income families, the single largest lifetime expense isn’t housing or education. It’s taxes.
Proactive Tax Strategy
Multi-year planning, entity optimization, and advanced techniques (QOZs, cost segregation) that reduce your rate to single digits.
Curated Investment Access
Vetted private deals real estate syndications, energy funds, pre IPO equity not available on any retail platform.
Coordinated Expertise
Your dedicated Client Relationship Manager orchestrates CPAs, attorneys, and strategists. One team, one strategy.
Whats Included
Dedicated Client Relationship Manager
Your single point of contact
Trust & Estate Planning
Asset protection and succession
ClairInvest Portal Access
Curated tax-advantaged deals
Specialized Services
International tax, stock options, custody
Quarterly Strategy Sessions
Proactive plan adjustments
Advanced Tax Planning & Filing
Save $50K–$150K+ annually
From Overtaxed to Optimized in 4 Steps
01
Discovery Call
Analyze your tax situation and fit
02
Wealth Assessment
Review returns and build your strategy
03
Strategy Delivery
Receive your Tax-to-Wealth Blueprint
04
Optimization
Ongoing refinement and execution
Is Clair360 Right for You?
Designed for high earners seeking aligned tax, investment, and wealth planning.
Earn $300K–$1M+ annually
Pay $75K+ in taxes each year
Have $1M–$10M net worth
Want proactive tax strategy, not reactive filing
Seek access to private investments
Value coordinated, white-glove service
What Clients Say
The coordination changed everything. Not just saving taxes—building a legacy.
Turned my $650K income into a wealth-building system, not a hamster wheel.
Frequently Asked Questions
How is this different from my CPA and advisor?
We coordinate everything proactively. Your CPA files. Your advisor invests in stocks. We architect your entire wealth system tax, legal, investments working together.
What are “tax-advantaged investments”?
Private deals like Qualified Opportunity Zones, energy partnerships, real estate syndications, legal ways to defer or eliminate taxes while generating returns. Not available on retail platforms.
How much can I save?
Most clients save $50K–$150K+ annually. Some reduce effective rates from 35%+ to under 10%.
Do I need to switch advisors?
No. We work alongside your team or replace them if you prefer.
What’s the cost?
Annual flat fee based on complexity. Most clients recoup 3x the money paid in fees through tax refunds.
Is this legal?
100%. Same strategies ultra-wealthy families use—now accessible to high earners.
Traditional Advice vs. Clair360
| Traditional | Clair360 | |
|---|---|---|
| Tax Strategy | Reactive filing | Proactive multi-year optimization |
| Investments | Public markets only | Private, tax-advantaged deals |
| Tax Approach | Focused on small refunds & deductions | Redirect tax dollars into wealth-building assets |
| Coordination | Siloed advisors | One unified platform powered by AI |
| Cost | 1% AUM + hourly fees | Flat annual fee |
Stop Leaving Money on the Table
You’ve earned it. Now keep it, and deploy it intelligently.