1. Most business owners and individuals have the following goals and objectives:

   1- Protect their business and personal assets from all sides

   2- Preserve wealth for many decades and generations

   3- Incorporate philanthropic work to have a deeper impact

   4- Reduce taxes on several fronts (during their life and after death)

2. We help them accomplish the above-mentioned goals by leveraging a combination of legal entities, such as:

   1- Limited liability companies (LLCs) and Incorporations

   2- Wills and Revocable trusts

   3- Irrevocable trusts

   4- Private foundations

   5- Public nonprofits

3. We also explore these concepts with the "tax reduction" prism, and look at:

   1- Reducing taxable income (AGI)

   2- Lowering capital gains tax

   3- Reducing gift taxes

   4- Reducing estate taxes

   5- Minimizing probate costs

   6- Lowering trust taxation

4. We strategically leverage these "strategies and tools" to solve everyday problems, such as:

   1- Buying and selling real estate or other tangible assets using the right legal entities and in a cost-effective manner

   2- Investing and liquidating investments, including intangible assets or digital currency with minimal taxes

   3- Buying, selling, transferring, or donating businesses or highly appreciable assets to trusts or foundations

   4- Preserving personal and investments assets through a will vs revocable trust vs irrevocable trusts

   5- Donating an investment property or stock to a family foundation vs a DAF vs a public charity

   6- Transferring or holding insurance policies through your personal name vs a ILIT policy

   7- The pivot in strategy with the upcoming changes in the estate and gift law - taxed at 40% at the highest rate

   These are just a few examples of how different legal and tax strategies can be strategically aligned to help business owners, investors, and families thrive on several fronts.

We invite you to watch a short presentation that walks through the process of "estate and entity restructuring and planning" so you can visualize how these strategies are interconnected and interrelated and how YOU and your family can leverage them.