Wealth Transfer Strategy
After building an initial estate plan, a husband and wife with a $40,000,000 net worth still had a significant amount of assets exposed...
Estate Liquidity Strategy to Preserve Assets
A family owned precious assets that they didn’t want to sell to cover a sizable estate tax bill. Life insurance provided a liquid source...
Risk Management Strategy using a Captive Insurance Company
A large, privately-held business was managed by family members; however they did not have an established, funded succession plan in place....
Comprehensive Key Person Strategy with Retirement Incentive
A family business worth $70,000,000 was run by CEO who is a non-family member. The CEO’s skill and expertise has helped grow the business...
Secured the Future Viability of a Professional Services Firm
Successful professional services firm valued at $10,000,000 with 4 partners did not have a formal business succession plan in place. Lack...
Created a Long-Term Care Safety Net
A couple in their late 50s spent the last 5 years caring for an aging parent. They did not want their children to have a similar...