InvestmentNews Covers SEIA’s Tax Services Expansion

InvestmentNews covers SEIA’s launch of SEIA Tax Services and its continued expansion of integrated Family Office capabilities.

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August 10 2026

The article explores SEIA’s tax-first approach to financial planning, including the appointment of Tim Gacsy as director of tax services. It also highlights SEIA’s partnership with Baker Tilly Family Office, which expands access to family governance, trust and fiduciary accounting, multigenerational wealth planning and support surrounding business sales and other complex liquidity events.

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