Services
to help you reach Your next wealth summit
We have several strategies that you might find beneficial
tax deferral strategy
For many years, investors have used the 1031 exchange as a way to defer taxes, and it has worked very well. Today, many investors are looking for an exit strategy and do not want to have to reinvest the proceeds from the sale either in real estate or right away. This is where the Capital Gain Guardian can make a huge impact. For those with assets that have a high value and a low tax basis, this plan will allow one to pocket an amount nearly equivalent to their equity and defer taxes for decades. If you would like to preserve your gain and use deferred tax proceeds to develop further wealth, this may be the plan for you! Click for more info.
Asset Management
Real estate asset managers focus on maximizing property value for investment purposes by providing global oversight of real estate agents, property managers, lenders, title reps, etc. We offer a full range of services and experience in the field of asset management. We have created long-term relationships and success with many happy clients.
Legacy Protection
Did you know that there are ways that assets may be placed into a structure that protects them from taxation for generations while still providing the opportunity for income streams? The strategy we employ goes far beyond the ordinary Charitable Remainder Trust, which many people are familiar with. If you have assets that you wish to secure for generational wealth, talk with us to see if this legacy building strategy might fit your needs and goals. Click the image to learn more.
Non-Resident Foreign Nationals
The estate-tax pitfall. Many foreign nationals buy real estate or other assets based in the USA. While this can be a beneficial business decision, there are tax realities of which such buyers should be made aware. We can help foreign investors structure their USA holdings to be covered in case of an untimely passing. This will allow them to ensure that their families and business can maintain their livelyhoods. It is critically important that the right steps are taken early to avoid unnecessary tax consequences.