High Net-Worth Strategies

High net-worth individuals have complex estates that require special attention and advanced planning. Some of the issues we address when planning for them include:

  • Asset Protection
  • Tax Mitigation
  • Lawsuit Target Minimization
  • Privacy Concerns
  • Succession Planning
  • Charitable Giving
  • Trust Administration

Each individual and family is unique, so we don’t have a “one-size fits all” mentality. We use a variety of tools at our disposal, including:

  • Revocable and Irrevocable Trusts
  • Business Entities such as LLCs, S and C-Corps, Partnerships, etc.
  • Life Insurance and Annuities
  • Equity Stripping including Self-Canceling Installment Notes
  • And more

Whatever the need, our team has decades of experience helping high net worth individuals keep more of what’s theirs.