Wealth Management
There are many asset protection strategies, and we can work with you on how to best structure them to protect your assets in the most tax advantageous way.
Whether you are a real estate agent, broker, investor, or developer, you need to know that the taxation of real estate is completely different than the taxation of any other business. We specialize in the taxation of persons in the real estate industry and have come up with strategies that helped save our clients millions of dollars.
Most people will never have to pay a death tax. However, assets such as businesses, and asset protection are still important. We help our clients create plans, advise them on their options, and give them support to ensure their plans are as good as they can be throughout all stages of life.
We help high net worth individuals having complex financial scenarios including family businesses, investments, trusts and large estates integrate all aspects of their wealth to help secure their future and the future of their loved ones. We are driven from the top down by the client's IRS Form 1040, rather than from the bottom up by financial products.
