Taylored WealthCare

Tax-Advantaged Wealth Architecture
for Ultra-High-Net-Worth Individuals

A coordinated system that integrates the Seven Levers, Equity Centers, Buy Borrow Die, and estate planning into one cohesive strategy. One point of contact. Every advisor works from your plan.
Eligible clients with $1M+ tax bills who implement our custom strategies based on the Seven Levers™ have saved $400K to $850K+ per year.
Your savings depend on your circumstances. Past results do not guarantee future outcomes.
Tax is the door. Wealth is the room behind it.
Book a Discovery Conversation See the System
The Problem
You Built the Wealth. You're Losing It to Friction.
$5M+
Net worth
$1M+
Annual tax burden
4+
Disconnected advisors
CPA. Wealth manager. Insurance agent. Estate attorney. You pay each of them well. But nobody coordinates their work. Your CPA minimizes this year's return. Your wealth manager grows the portfolio. Your insurance agent sells a policy. Your attorney drafts a trust. None of them talk to each other. None of them see the whole picture.
$1M to $10M
The amount left on the table when advisors work in silos.
The Solution
Taylored WealthCare Integrates What Others Separate
One coordinated strategy. Four interconnected pillars. Every decision reinforces the others.
⚖
Tax Optimization
The Seven Levers of Tax Savings: seven distinct, compounding strategies that reduce your federal and state tax liability year over year. Not one-time deductions. Perennial savings.
Save $500K to $2M in Year 1
◆
Equity Centers
Tax-advantaged assets that generate deductions, build borrowing power, and compound wealth. Real estate, business entities, and life insurance working together as a unified system.
Build tax-advantaged assets that pay for themselves
★
Buy Borrow Die
Access your wealth without triggering taxable events. Borrow against appreciated assets at rates below their growth rate. Deploy the liquidity. Repeat. Your heirs inherit on a stepped-up basis.
Access tax-free liquidity at scale
♻
Estate Planning
The federal estate tax rate is 40%. Without a plan, nearly half of everything you built transfers to the government instead of your family. Trusts, gifting strategies, and insurance structures protect the transfer.
Protect your legacy from 40% estate taxes
Proven Excellence
Track Record
20+
Years of tax strategy
and wealth advisory
1,000+
Clients served across
complex tax situations
10-60x
Average return on
advisory investment
0
IRS audit failures.
Every strategy code-backed.
Who This Is For
Ideal Client Profile
Taylored WealthCare is built for individuals and families whose complexity has outgrown conventional advisory relationships.
💰
$5M to $50M Net Worth
Paying $1M or more in taxes annually. Your wealth has reached the level where generic strategies leave significant savings uncaptured.
🏢
Business Owners, Investors, Professionals
Entrepreneurs, real estate investors, healthcare professionals, Fortune 500 executives. Complex income sources that demand coordinated strategy.
💡
Ready for a Better System
Frustrated with the current approach. Suspect there is more to be done. Ready for advisors who see the whole picture and act on it.
Investment
Structured to the Complexity of Your Situation
Every engagement begins with a complimentary discovery conversation. Your investment is calibrated to the scope and complexity of your financial picture.
The Numbers That Matter
Our clients measure our value by what they keep, not what they pay.
$500K to $2M
Average Year 1 savings
5 to 10x
Minimum ROI
Guaranteed
Results or refund
If we cannot find savings that exceed your investment, you receive a full refund. No conditions.
Partnerships
A Concierge Approach to Coordinating Wealth Building and WealthCare
We assemble the right team around your situation. You get one point of contact. Every advisor works from the same plan.
Wealth Building
You
Wealth owner and decision maker
Taylored Tax
Tax optimization and strategy coordination
Tax Law Advisory Partner
Tax law counsel and compliance
IRS
Federal tax authority
WealthCare
You
Wealth owner and decision maker
Taylored Tax
Strategy architect and concierge coordinator
Foundation Launch
Charitable foundation structuring
JP Morgan Wealth Advisor
Private wealth management
Morgan Stanley International Client Advisor
International wealth and portfolio strategy
Kingstone Financial
Insurance and risk management
Start Here
One Conversation Changes the Trajectory
30 minutes. No obligation. We will tell you what is possible for your situation, which levers apply, and whether Taylored WealthCare is the right fit. If it is not, we will say so.
Book a Discovery Conversation
Terrence Taylor, EA
Co-Founder and CEO
Al Darnell, Jr (BiG Al), EA, MBA
Co-Founder and President
www.tayloredtax.ai
Terrence Okeke Taylor, EA & Al Darnell, Jr (BiG Al), EA, MBA
Enrolled Agents (IRS Licensed) · MBA, Harvard Business School · Licensed Financial Professionals, 28+ States
Every strategy is grounded in the tax code. We don't exploit loopholes. We use the law as written.
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