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.