Family wealth office
This course covers how to create your own family wealth office to effectively manage your estate.
- How to choose an optimal family business location.
- How to correctly track and deduct many day to day expenses and healthcare costs as business expenses.
- Increasing your annual retirement contributions to the theoretical maximum.
- Transferring wealth in a tax optimized way.
- A practicum with a detailed walk through of all the paperwork to create your family office.
Start saving today!