Preserving + Transferring Wealth
We assist you in discovering smarter strategies to preserve your wealth
Family assets frequently diminish from one generation to the next, often due to a lack of awareness or underutilization of tax-efficient strategies. Gaining an understanding of the options available and the tax implications associated with transferring assets can lead to more effective and impactful wealth management decisions.
Our wealth preservation and planning approach centers on establishing a wealth management framework that matches your objectives. We work closely with your attorney and CPA to either create a comprehensive wealth preservation plan or to refine your current one. This process allows you to adapt and enhance your plan in response to changes in tax regulations, interest rates, or other relevant factors.
We aim to empower you to efficiently conserve and transfer your wealth.
QUICK LOOK AT WHAT WE DO
- Develop tax-efficient gifting strategies using family limited partnerships, charitable trusts, generation-skipping trusts, and other tools
- Create intra-family loans that incorporate minimum interest rate features.
- Review and enhance your estate tax benefits to ensure that your beneficiaries, rather than the government, retain the maximum share of your assets
- Ensure adequate liquidity for heirs to cover estate taxes
- Assess banking partnerships