Successful Professionals

Success can come from various professions, however there is commonality among those who are over age 50 and have been able to save more than $1 million. Above all, they want to ensure that they make smart decisions with their money. They want to mitigate taxes as much as possible; see that their heirs are taken care of; and protect their assets from being unjustly taken by litigation, divorce, or death. For those with a deep passion for helping others and leading a life of significance, they want to understand the best strategies for supporting loved ones and how to maximize their charitable gifts. It is our job to navigate the options surrounding advanced planning through wealth preservation, wealth enhancement, and wealth transfer.


Business Owners

Business owners, along with many real estate entrepreneurs, are faced with a unique set of challenges. That said, they are also able to uncover many opportunities that are not always available to the general public. We enjoy diving into the various factors that may affect your business, from defined benefit plans and capital gains planning to business valuation and succession planning. Whether it be a business or a property, a further conversation could revolve around captive insurance, depreciation, 1031 exchanges, opportunity zones, Delaware Statutory Trusts, and cost segregation. Regardless of the topic, it is our job to know what to look for, understand what makes sense at what time, and coordinate with, if not build, your team of professionals.