The $32.6B RIA also partners with Baker Tilly for family office as it integrates tax planning for wealthy clients. The moves deepen its advisory capabilities.
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Signature Estate & Investment Advisors, a $32.6 billion hybrid registered investment advisor based in Los Angeles, has created a new tax services division. Tim Gacsy, who previously led tax and cost basis initiatives at LPL Financial, will head the unit as director of tax services.
The division combines SEIA's planning methodology with technology-enabled tax analysis. Its goal is to help advisors spot planning opportunities earlier, the firm said.
Gacsy said the move brings tax conversations to the center of client relationships.
Separately, SEIA expanded its family office services through a partnership with Baker Tilly Family Office. The collaboration will provide support for multigenerational wealth, business ownership, liquidity events and other complex situations, according to the firm. Services include family governance and trust and fiduciary accounting.
Brad Repinsky, SEIA's head of estate, tax and financial planning, said the expansion addresses situations that cross traditional specialties.
SEIA also unveiled new branding and a redesigned website.
The RIA operates 33 offices. It grows through advisor recruitment and firm acquisitions, combined with internal expansion via a hub-and-spoke model, the company said. SEIA offers both a 1099 affiliation model and a W-2 employee model, and has recently been moving advisors from the 1099 track into the employee fold.
In the past year, SEIA hired several senior executives. Matt Matrisian joined from AssetMark as president in April 2024. Stephen Masterson came on as CFO. Brad Repinsky arrived from Fidelity Investments as director of estate, tax and financial planning.
SEIA said the new tax division deepens its integrated planning approach, which already included estate and financial planning services.
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