WHO WE HELP
High net worth is typically defined as someone who has liquid assets of between $1 million and $5 million (and above) after subtracting liabilities. Net worth can include real estate, businesses, investment accounts, inheritance and lottery winnings, among other assets.
Professionals | Executives | Family Businesses | High-Net-Worth Individuals
Sales of highly appreciated assets
Business succession planning
Advanced estate strategies
Planned and charitable giving strategies
Financial planning & wealth management
STAY INFORMED – Download Our Latest Guide
Real estate sales of highly appreciated assets often come with potential capital gains tax implications. This brochure explores how real estate investors can defer these taxes by leveraging exchanges.
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For more information about any of our services, schedule a meeting today.
