For high net-worth individuals who want to provide a more meaningful legacy
You've worked hard to create your wealth. You’ve made sacrifices and been rewarded with success. What matters most to you is your legacy. One that will help provide for and enhance the lives of your children, their children, and the less fortunate.
Our Strategies can provide
Liquidity to help cover estate taxes while eliminating gift taxes. Assets that continue to earn income. Retention control over your assets.
In less than two minutes see if you qualify. Find the right strategy for your needs.
Clients with a networth greater than $10m that need estate planning.
$25m + networth, who need estate solutions over multi generations.
Premium Finance Rescue
Clients who are concerned with their existing plans.
For family trusts worried about wealth dilution.
Without an effective estate plan, you could lose as much as 80% of your entire net worth when you die. Proper preparation allows you to control where your estate goes, and preserves everything you've spent your life building.
Over multiple generations, diluted wealth is an all-too-common problem. Three beneficiaries can quickly become nine. Family offices or trusts have assets, but are restricted by prudent investor rules. The financing of life insurance can be utilized to generate more revenue.
Financing covers the premium and loan interest. The cash value of the policy and the assets of the trust are assigned to secure the loan. More importantly, trust assets are not disturbed so there is no opportunity cost, only additional yield. Loan risks are mitigated through design. The result is that each generation contributes back to the family wealth, increasing the sustainability of the family legacy.Is it right for you?