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Structural Financial Planning

Preparing for the future requires planning for a multitude of events that may or may not ever happen. Future events that are certain include taxation and wealth transfer upon death.

We work with a variety of industry professionals including CPA's and attorneys to source structural financial solutions that provide asset protection and can reduce, defer, or eliminate income taxes, capital gains taxes, and estate taxes.

During accumulation, coordination between the various members of your legal and financial team is essential, whether you are incorporating, establishing trusts, tax-planning, or creating retirement plans.

Philanthropic and generational wealth transfer planning can reduce or eliminate estate (death) taxes and secure the legacy of your family.

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