COMPASSRIDGE CO.
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Guiding Wealth with Clarity and Stewardship

Tax · Wealth Planning · Estate & Trust Advisory

Integrated, cross-disciplinary planning for individuals and families seeking long-term financial security and multi-generational legacy stewardship.

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Purpose. Precision. Preservation.

CompassRidge Co. delivers integrated tax, wealth, and estate advisory services rooted in disciplined analysis, fiduciary care, and long-term strategic perspective. We help clients navigate complex financial landscapes with clarity—ensuring tax efficiency, structural coherence, and multi-generational preparedness.

Our Capabilities

CompassRidge Co. provides comprehensive, cross-disciplinary advisory services across tax, wealth, estate, and fiduciary domains. Our work is designed for individuals and families with complex structures, multi-jurisdictional considerations, and long-term strategic objectives.

Tax Advisory & Preparation

Tax Return Preparation

  • Individual income tax returns
  • Trust and estate fiduciary income tax returns
  • Gift tax returns
  • Estate tax returns
  • Charitable trust and private foundation returns

Tax Strategy & Planning

  • Advanced tax planning for individuals and families
  • Multi-entity and multi-state tax coordination
  • Optimization of wealth transfer structures
  • Integration of tax with estate, investment, and fiduciary strategies

Wealth Planning & Advisory

  • Investment and asset allocation frameworks
  • Risk assessment and portfolio coordination
  • Multi-generational planning strategies
  • Family office advisory support
  • Philanthropic planning and charitable giving strategies

Estate & Trust Planning & Administration

Planning

  • Estate and gift planning
  • Wealth transfer strategy development
  • Alignment across entities, beneficiaries, and tax structures

Administration & Fiduciary Support

  • Trust administration and coordination
  • Fiduciary advisory and oversight
  • Estate settlement support
  • Integration with tax, legal, and investment advisors

A Disciplined, Thoughtful Process

  1. Understand the Full Picture. We begin with your objectives, structures, and long-term priorities.
  2. Integrate Across Disciplines. Tax, estate, investment, and administrative considerations are aligned and optimized.
  3. Execute with Precision. We implement strategies with rigor, structure, and attention to detail.
  4. Steward Continuously. Your plan evolves as markets, laws, and family needs change.

Request a Confidential Consultation

CompassRidge Co. welcomes inquiries from individuals and families seeking thoughtful, long-term guidance. For privacy, we do not publish direct contact information online. Please use the secure form below to begin a confidential conversation.

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