Wealth Transfer Planning

Ensure your family legacy lives on well into the future

Preserving wealth for multiple generations is a high priority for our clients. At Davis & Associates, we work with our clients to implement strategies to benefit future generations. While these conversations can be complicated and sometimes difficult for some, we are adept at facilitating an environment conducive to the exchange of information towards a creative solution.

Wealth Transfer Planning for High Net Worth Families

High net worth families ofen require a sophisticated approach in transferring wealth to succeeding generations in order to support a positive family dynamic in a tax effective manner.

An important component of such planning is our ability to understand the unique characteristics of our clients and their extended families. This allows us to design, implement and maintain a comprehensive plan to achieve our clients' goals.

Sophisticated Planning Devices

Our team uses sophisticated planning devices to ensure our clients' goals are accomplished, including:

  • Irrevocable Life Insurance Trusts
  • Family Limited Partnerships
  • Qualified Personal Residence Trusts
  • Generation Skipping Trusts
  • Dynasty Trusts
  • Grantor Retained Annuity Trusts
  • Installment Sales to Grantor Trusts
  • Charitable Remainder and Lead Trusts

These techniques allow for a tax efficient transfer of assets to beneficiaries consistent with our clients' intent. Properly designed Limited Partnerships, Limited Liability Companies and other corporate entities are also especially helpful in managing large family real estate holdings.

Contact Davis & Associates to learn more

Interested in learning more about Wealth Transfer Planning?

Click the buttons below to meet our team or contact us to schedule your complimentary consultation.