Tax & Investment Advisors

The firm treats the tax code as the primary constraint, not an afterthought. Portfolio construction begins with marginal rate analysis, gain-harvesting calendars, and estate liquidity projections. Investments are then selected to fit the tax scenario — a reversal of the conventional sequence where tax planning follows allocation decisions.

The firm allocates across private credit, direct real estate, hedge funds, and secondaries. Private credit exposure typically comes through senior debt tranches on middle-market assets in the Southeast. Real estate focuses on income-producing medical office, industrial, and multifamily properties. Hedge fund allocations favor tax-efficient long/short equity and event-driven structures.

Yes. Tax & Investment Advisors maintains a donor-advised fund platform for clients seeking to claim charitable deductions without the administrative burden of private foundations. The structure allows for tax-year optimization while separating philanthropic assets from core family wealth — a recurring need among multi-generational Southern families.

The firm concentrates on secondary markets in Tennessee and Georgia. Typical acquisition targets include medical office buildings, industrial properties, and multifamily assets in cities outside the primary Nashville and Atlanta cores — markets where cap rates offer yield premiums over gateway cities and where local knowledge creates an information edge.

Bradley J. Thompson runs the investment committee directly. The firm operates with a lean team — consistent with a high-touch, multi-generational family office model — and outsources CFO-level services for trust administration and estate planning. No additional investment principals have been publicly named.