• Global Wealth Advisors Since 1981
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  • Call Us: 210-271-7947

Astute planning for your wealth.

WEALTH FOR TODAY AND TOMORROW

Your Intercontinental team’s goal is to maximize the potential for your wealth today and to collaborate with you and your professional advisors to establish a plan for how your wealth works for you and your heirs in the future.

STRATEGIES FOR TRANSFERRING WEALTH

Effective strategies to facilitate the transfer of wealth are numerous and complex. Working with experts in law and accounting, and calling on our own decades of experience, we’ll assist you with decisions about transferring assets to heirs, charities, trusts or foundations. We’ll focus on current strategies that are most effective for your personal situation and wishes, and on the best possible tax outcome. We’ll also explore enhancements offered by our full-service insurance capabilities.

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