• Global Wealth Advisors Since 1981
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We are guardians of your interests.

FAMILY TRUSTS AND FOUNDATIONS

Whether you are a US citizen or not, if you’re concerned about estate taxes, achieving tax efficiencies and avoiding probate delays, a family trust or a foundation may be the answer. These legal structures can reduce taxes your beneficiaries have to pay, can shield your wealth from certain legal issues and streamline the distribution of wealth to your heirs when the time comes. There are many kinds of alternatives and they can be complex, but we are here to help you determine the best solution for your family.

PRIVATE INVESTMENT COMPANIES

A private investment company (PIC) is often used as a long term investment vehicle. A shareholder or director of a PIC may open a bank account to hold investments in a wide array of liquid financial assets. They are also commonly utilized to own life insurance policies, real estate, yachts and fine art. These assets can be located almost anywhere in the world and many wealthy individuals commonly use them to protect their privacy, since assets are held in the name of the PIC. Also, inheritance tax planning opportunities may be created by allowing investment growth to fall outside of an estate. For optimal and complete inheritance planning, it is recommended that a PIC be set up within a trust or foundation structure to ensure that assets are passed on according to the customer’s specific conditions.

PRIVATE FOUNDATIONS

Today we are helping many customers set up private foundations with relatively moderate initial contributions. We’ll work with you to determine if a private foundation makes sense for your particular situation. If it does, we’ll assist in establishing it.

$6 TRILLION FOR THE FUTURE

By 2050, wealthy families in the U.S. will have transferred about $6 trillion to the next generation. A good portion of that money will likely be earmarked for charitable giving — the evolution in charitable planning has put philanthropy at the forefront of many of our customers’ estate plans. Today we are helping many customers set up private foundations with relatively moderate initial contributions that are tax deductible. We’ll work with you to determine if a private foundation makes sense for your particular situation. If it does, we’ll assist in establishing it.

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