For CPAs & Estate Attorneys
Collaborative Fiduciary Execution
A fee-only investment advisory partner for Wilmington-area professional centers of influence who need institutional execution, transparent reporting, and family-focused coordination.
Why Partner With Tilia
Built for Professional Collaboration
Proactive Tax Coordination & Reporting
We securely deliver 1099s and critical tax documentation directly to your team on the client's behalf each year. We also coordinate the payment of federal and state quarterly estimated tax payments for select clientele based upon your strategic recommendations.
Estate Implementation Audits
We work alongside estate attorneys to map assets against trust language, verify titling, and coordinate funding so estate plans actually function as drafted.
Cost-Basis Reconciliation
Detailed cost-basis tracking across multiple accounts, entities, and gift transfers to reduce surprises and support accurate tax return preparation.
Family-Centric Communication
We serve as a collaborative quarterback for the families you serve, keeping all professionals aligned on tax, estate, and investment decisions.
Referral-Alliance Structure
Fee-only, fiduciary collaboration with no commission or product conflicts. We protect your client relationships and operate as an extension of your advisory team.
Direct Advisor Access
A single point of contact at Tilia for each referred family, with transparent communication protocols and shared meeting notes when appropriate.
Start a Partnership Conversation
Referral Alliances, Without Conflicts
We welcome introductions from CPAs, estate attorneys, and business exit planners who share our commitment to objective, fee-only advice. Reach out to discuss how we can support your clients together.