#253: Running a Tax Mitigation Strategy Office with Paul Munch, USNA ‘10

𝔸𝕩𝕟𝕚𝕪𝕒>33

22 min

Business & Finance

Description

“It starts foundationally with planning and understanding how your money is coming in… and then building a long-term plan on how to more efficiently conduct your taxes for this year and moving forward. It really depends on the individual.” -Paul Munch, USNA ‘10 Paul Munch runs his own office through Trust Point Capital Partners, a family office consultancy and investment fund that specializes in tax mitigation strategy. TPC was founded to bring the model of a family office that is typically only accessible to the ultra-high-net-worth to high-net-worth individuals. Through TPC, Paul provides all of the services of a typical family office without the high operating costs. TPC creates its own products to aid in tax mitigation and offers both an active income product and a passive income product. Paul is a 2010 graduate of the United States Naval Academy and received his MBA in Finance and Data Analytics from NYU Stern School of Business. In this episode, we discuss: <ul> <li style="font-weight: 400;">How Trust Point Capital Partners was created and how Paul became a part of the TPC team</li> <li style="font-weight: 400;">What a traditional family office is and how TPC makes that structure accessible to a greater range of clients</li> <li style="font-weight: 400;">The different strategies Paul uses with his clients and what he has learned since he started working in tax mitigation and deferral</li> <li style="font-weight: 400;">How TPC’s bonus depreciation offering works and why it is a good fit for active income clients</li> <li style="font-weight: 400;">Paul’s short-term and long-term goals</li> </ul> Paul

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Episodes

#253: Running a Tax Mitigation Strategy Office with Paul Munch, USNA ‘10

𝔸𝕩𝕟𝕚𝕪𝕒>33

22:23