Elizabeth Marchesi's Colleagues at Tax Saving Professionals
Patricia Miles
Director of Client Experience | Strategic Planning & Implementation of CX Initiatives
Martha Winger
HR Administrator: Personnel Management | Policies & Procedures | Compensation & Benefits
Elizabeth Marchesi's Contact Details
N/A
Vero Beach, Florida, United States
Tax Saving Professionals
Elizabeth Marchesi's Company Details
Money is more than a number in a bank account. It's the potential to live fully, create a legacy, and do good for our families and community. Money is personal. That's why at TSP Family Office, we are, first and foremost, a family helping families. As a boutique consulting firm, we specialize in partnering with high-net-worth individuals and families to provide strategic solutions that enable our clients to keep more of their money — to live, create, and contribute on ahigher level.We are a family-owned and run business with over two decades of experience leveraging the same proven strategies that ultra-high-net-worth individuals have used for years to help our clients uncover hidden wealth andconsistently maximize tax savings. Our office is driven by tax savings which are used to fund alternative opportunities designed to generate more wealth.Delivering exceptional and guaranteed results means going beyond a checklist of tactics; as stewards with our client's best interest at heart, we draw on our team's specialized, in-depth knowledge to synthesize a comprehensive and individualized strategy for tax savings and legacy planning.Our clients' trust in our expert care and personal approach is our inspiration and the driver behind our ongoing commitment to building a team of forward-thinking professionals. As a rapidly growing company, we are seeking professionals who are not only highly skilled at finding strategic solutions through tax planning and family office services, but who share our passion for making a difference in the lives of our clients. We work as a family with mutual support, shared knowledge, and a spirit of fun and excitement--to enrich the lives and legacies of the families we serve.With a dynamic work culture that prioritizes curiosity, innovation, and giving back to the community, we look forward to welcoming new team members who will embrace the calling to advocate for and deliver unparalleled service to our clients.