Tax & Investment Advisors

Tax & Investment Advisors

Tax & Investment Advisors operates from Nashville, Tennessee, serving as a multi-family office for a concentrated base of Southern families. Bradley J. Thompson founded the firm to integrate tax planning directly into portfolio construction — an approach that treats the tax code as the primary constraint rather than an afterthought. The firm's name functions as a permanent articulation of its investment philosophy. Asset-class exposure runs across private credit, direct real estate, hedge fund allocations, and secondaries. The firm sources credits through regional banking relationships and club deals, often accessing tranches of senior debt on middle-market assets in the Southeast. Real estate positions tend toward income-producing properties — medical office, industrial, and multifamily — in secondary Tennessee and Georgia markets. On the hedge fund side, the firm allocates to long/short equity and event-driven managers, selecting for tax-aware structures that minimize short-term capital gains distributions. Secondaries positions, typically acquired through broker relationships, provide vintage diversification and near-term liquidity optionality. Team size remains modest — consistent with a high-touch, multi-generational family office model. The firm does not maintain additional offices. Thompson runs the investment committee directly, with an outsourced CFO services layer for estate planning and trust administration. Adjacent vehicles include a donor-advised fund platform for clients seeking philanthropic deductions without creating private foundations. No recent fund closes or leadership changes have been publicly documented; the firm has operated below institutional radar. The structural differentiator is tax-first architecture. Most multi-family offices bolt tax planning onto a conventional allocation framework; Thompson inverted the sequence. Investment mandates begin with marginal rate analysis, gain-harvesting calendars, and estate liquidity projections. That operational cadence — investment decisions flowing from tax scenarios rather than from asset-class return forecasts — separates the firm from peer RIA aggregators in the Southeast.