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Tax and Legal

Our team utilizes a multi advisor approach to wealth management. We partner with your current advisors (or introduce you to a good one if needed) such as your accountant (CPA), chief financial officer (CFO), and attorney to collaborate and create powerful legal and tax strategies to help meet your goals. For many of our clients this is often a situation of you-don't-know-what-you-don't-know. With the expertise of our advisors we can help identify key holes in corporate structures, implement preventative and solutions-based strategies.

We help our clients:

  • Generate Tax Deductions
  • Exit Capital from businesses tax efficiently
  • Shelter sale of appreciated property, stock, or businesses
  • Pass wealth from one generation to another while alive
  • Plan for ultimate business exit/succession
  • Protect assets from creditors
  • Create tax diversity (a severely overlooked investment discipline)

Ask yourself, "What kind of tax drag is on my portfolio, income, or legacy goals?" Take the time to call to see how one of our Partners can help!