When it comes to typical strategies, smart strategic financial advice and increasing our clients net worth is what is important, this type of planning can be a bit more difficult. This is why taggartGALT has invested in the experience and research necessary to create specialized strategies.



Capital gain

Returning the Gain in Capital Gains

Capital Gains

When it comes to typical strategies, capital gains can be a bit more difficult than other types of income. This is why taggartGALT has invested in the experience and research necessary to create specialized strategies for capital gains. Whether it be for commercial property, vintage cars, collectibles, etc… taggartGALT turns beneficial solutions into solid portfolio investments.

Passive Income

Preserve your Passive Income

Passive Income

Most clients are pleasantly surprised to learn that taggartGALT has creative global solutions for passive income. Tailored structures can be created for many types of passive income including rental income, interest income through bonds and other structures, financial instruments, etc… Get more out of your passive investments with taggartGALT.

Business Dividends

Small Business Dividend Income

Business Dividend

Business owners in many countries realize their compensation through the issuance of dividends. However, there are other more tailored structures that provide more financial benefits. taggartGALT has a speciality in providing uncommon strategies for dividend income and the realization of retained earnings. Contact us to learn more.

Strategic Insurance

When Insurance is the Strategy

Strategy Insurance

For some clients, a typical financial planning solution is not the preferred choice, so the strategic use of insurance is used to create a similar benefit. taggartGALT is a fully licensed insurance provider specializing in the use of financial Insurance vehicles. In most cases, this is used to maximize capital gains upon the transfer of an asset or the passing of a principal. However, there are other creative ways that we use insurance, and please contact us to learn more. Insure the retention of the principal with taggartGALT.