{"id":851076,"date":"2026-08-11T05:30:17","date_gmt":"2026-08-11T05:30:17","guid":{"rendered":"https:\/\/www.newsbeep.com\/au\/851076\/"},"modified":"2026-08-11T05:30:17","modified_gmt":"2026-08-11T05:30:17","slug":"seia-launches-tax-division-expands-family-office","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/au\/851076\/","title":{"rendered":"SEIA Launches Tax Division, Expands Family Office"},"content":{"rendered":"

Signature Estate & Investment Advisors, a $32.6 billion hybrid registered investment advisor based in Los Angeles, has launched a new division focused on delivering integrated tax-planning capabilities to high-net-worth and ultra-high-net-worth clients. The firm has hired Tim Gacsy, who previously led tax and cost basis initiatives at LPL Financial, to lead SEIA Tax Services.<\/p>\n

In the new role as director of tax services, Gacsy will oversee the development of the firm\u2019s tax consulting, planning and tax preparation services. Most recently, Gacsy was an in-house CPA for Elite Resource Team, a consulting firm for advisors and accountants.<\/p>\n

The new division will combine SEIA\u2019s planning methodology with tech-enabled tax analysis to help advisors identify planning opportunities.<\/p>\n

\u201cIncome tax provides one of the clearest windows into a client\u2019s overall financial picture,\u201d Gacsy said in a statement. \u201cBy bringing tax conversations to the forefront, we can identify planning opportunities earlier, collaborate more effectively across disciplines and help clients make decisions with a clearer understanding of their long-term financial impact.\u201d<\/p>\n

Related:CFO4Life’s Leaders Accuse Focus Financial of ‘Bullying’ Tactics<\/a><\/p>\n

The move into tax services mimics what many other large RIAs<\/a> have done in recent years, through deals and partnerships.<\/p>\n

Separately, SEIA has also expanded its family office services through a partnership with Baker Tilly Family Office. This will allow the firm to provide specialized support with multigenerational wealth, business ownership, liquidity events and other complex situations. That will include family governance services, trust and fiduciary accounting and family office advisory services.<\/p>\n

\u201cThe biggest financial decisions our clients face rarely fit neatly into one silo,\u201d said Brad Repinsky, head of estate, tax and financial planning at SEIA. \u201cWhether someone is preparing to sell a business, planning for the next generation or navigating a significant change in wealth, those decisions affect every part of their financial life. Expanding our tax and family office capabilities allows us to bring the right knowledge and resources together at the right time, so clients receive advice that’s coordinated around their goals, not around individual specialties.\u201d<\/p>\n

The RIA also announced new branding and a redesigned website.<\/p>\n

SEIA currently has 33 offices and is using a \u201cthree-pronged\u201d approach to growth, which includes \u201cadvisor recruitment and development, acquiring culturally aligned firms, and enabling internal expansion through its hub-and-spoke model.\u201d SEIA has a 1099 affiliation model alongside its W-2 employee model and has recently been bringing advisors from its 1099 model into the employee fold.<\/p>\n

Related:Investcorp\u2019s First RIA Play Focused on \u2018Mass Affluent\u2019<\/a><\/p>\n

It has also been hiring leadership quickly to oversee its advancement. Last April, it brought on Matt Matrisian from AssetMark<\/a>\ufeff as president<\/a>, followed by naming finance and accounting specialist Stephen Masterson<\/a> as CFO and, finally, financial planning lead Repinsky from Fidelity Investments as director of estate, tax and financial planning<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"Signature Estate & Investment Advisors, a $32.6 billion hybrid registered investment advisor based in Los Angeles, has launched…\n","protected":false},"author":2,"featured_media":851077,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[64,63,99,186,184,185],"class_list":["post-851076","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-au","tag-australia","tag-business","tag-finance","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/851076","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=851076"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/851076\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/851077"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=851076"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=851076"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=851076"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}