Advanced Planning

Advanced planning goes beyond portfolio construction, and delves into issues that support and sustain wealth. The basic cornerstones are:

  1. Wealth Enhancement. Tax mitigation, leading to higher net return on invested capital, and
  2. Wealth transfer. Efficient and effective structures and strategies to transfer wealth to future generations when and where applicable, and
  3. Wealth Protection. Risk mitigation either by commercial insurance carriers or elimination of risk itself, and
  4. Charitable Planning, which dovetails with family intentions, tax planning, and wealth transfers.
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