Gerard Michael
About Gerard Michael
Gerard Michael is the President and Co-Founder of a financial management firm, known for his strategic use of tax management to significantly save costs for clients and manage over $50 billion in assets.
Gerard Michael President & Co-Founder
Gerard Michael holds the title of President & Co-Founder. His leadership has focused on the significance of tax management as a key differentiator in the financial industry. Gerard emphasizes the importance of efficient tax strategies, leveraging advanced technologies to ensure clients achieve substantial tax savings. Under his tenure, the firm has documented substantial tax savings for clients, showcasing the value provided through meticulous tax management approaches.
Gerard Michael Tax Management Achievements
Gerard Michael's initiatives in tax management have resulted in remarkable savings for clients. His firm saved an impressive 68% more in taxes for their clients than what was paid in fees. Utilizing Smartleaf's Estimated Taxes Saved Report, Gerard documented substantial tax savings for each client, reinforcing the firm's commitment to maximizing client benefits through strategic tax management.
Gerard Michael Financial Management Expertise
Gerard Michael has managed over $50 billion in assets, including custom-tailored taxable accounts and robo accounts with fractional shares. His expertise extends to assisting firms in transitioning upmarket, offering services such as customization and tax optimization. Gerard's strategic initiatives help firms serve the emerging mass affluent market economically, using a singular, integrated system.
Gerard Michael’s Advanced Financial Team
Gerard Michael's dedicated team comprises financial engineers, mathematicians, software developers, and visionaries. This combined expertise ensures the firm maintains a high fiduciary standard of care in all activities. The team's broad use of direct indexing for equity positions and advanced rebalancing technology underscores their commitment to sophisticated tax management and client-centric financial solutions.