George is a 56-year-old corporate executive considering retiring in five years. While focused on leading his organization and implementing a succession plan, he has overlooked his personal wealth management strategy and believes his estate plan could be more robust. In addition, as a high-income earner with a range of compensation benefits, he’s conscious of how taxes can significantly affect his finances. As a result, George needs guidance in establishing a tax-efficient and sustainable wealth management plan to preserve his wealth for his three adult children and future grandchildren.
OUR WEALTH MANAGEMENT SOLUTION
We learned George had a basic estate plan determining who would receive his assets upon his death, a critical first step in preserving the legacy he’s worked so hard to build. We partnered with George’s legal counsel and CPA to help strengthen the plan he already had in place with advanced and innovative transfer tax planning. We designed his personal wealth management strategy to help him support his children and grandchildren even before his passing while avoiding significant estate taxes.
