Private Wealth Services

Assisted client with pre-immigration planning from South America using various trust and corporate structures as well as achieving step-up in basis to the fullest extent of their assets.

Assisted client with Qualified Small Business Stock exemption planning, going back over a decade and multiple mergers to assess eligibility and maximization of QSBS exemption.

Assisted clients reducing their taxable estates using Spousal Lifetime Access Trusts as well as Family Limited Partnerships.

Assisted client with their Opportunity Zone planning for their South Florida real estate investment.

Established charitable not-for-profit corporations and advised clients and various methods on charitable tax planning.

Organized Spousal Limited Access Trusts and Nevada Wealth Preservation Trusts for various high net-worth clients.