and decide the best way for you to give and leave behind.
The plans have been laid, and now it’s time navigate the legal and tax jungle. We prepare you from the beginning with a forward-looking tax plan that aims to keep more money in your pocket during your living years while also arranging for an efficient transfer of your financial legacy down the road. Our talented team of planners works directly with you and your service providers (CPAs, Attorneys, and others) to structure your plans and portfolios to best fit your unique needs.
A liquidity event’s success rested on a strategic mindset. Pat hesitated to accept the fair market price offered for his family’s long-held business. He was concerned that, after capital gains taxes, what remained would not meet his family’s needs.
We worked with the investment banker to structure the sale so our client could defer paying the tax over several years. We also provided other tax-planning options to help preserve his gains, and designed an investment strategy that now more than meets his cash flow requirements.
Contact us at any time to schedule a consultation.