Transfer Tax Technique Structuring & Design
for clients of Law, accounting, wealth management, Insurance & Non Profit organizations
We assist professional advisors to attract and retain high-net-worth prospects, clients and donor relationships by:
(1)Gaining an understanding of the situation and collaboratively arriving at an agreement as to options and case design for the particular client.
(2)Build out the case. Specialized balance sheet, mind maps, numerical modeling of techniques and customized storyboarding for meetings.
(3)In person or back office support from concept to the administration of whatever plans are created to include collaborating with other professional advisors.
"Once we know something, we find it hard to imagine what it was like not to know it." - Chip & Dan Heath.
Consult with us: