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Preserving + Transferring Wealth

WE HELP YOU FIND
SMARTER WAYS TO
CONSERVE YOUR WEALTH

Family assets are often lost from one generation to the next. Many times it’s because tax-efficient strategies are not known or are underused. Understanding the importance of choices and nuances of tax implications relating to transfer of assets can help you make more effective and impactful decisions about your wealth.

 

Our wealth preservation and planning process is focused on setting up a wealth management structure that aligns with your goals and objectives. We collaborate with your attorney and CPA to develop a fully integrated wealth preservation plan or review your existing one. Our process enables you to make improvements due to changes in tax laws, interest rates or other factors.

WE WANT
TO EMPOWER YOU TO EFFECTIVELY 
PRESERVE AND TRANSFER WEALTH.

QUICK LOOK AT WHAT WE DO

  • Craft tax-effective gift programs using family limited partnerships, charitable trusts, 
    generation skipping trusts and other mechanisms

  • Devise intra-family loans with minimum borrowing rate features

  • Analyze and update your estate tax advantages and 
    ensure your beneficiaries (not the government) retain the largest possible share of assets

  • Provide for sufficient liquidity for heirs to pay estate taxes

  • Review banking relationships

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