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.