USA family wealth office
Family offices are private wealth management advisory firms which usually only serve ultra-high-net-worth (UHNW) investors. They differ from traditional wealth management by managing all the financial and investment decisions of an affluent individual or family: budgeting, insurance, charitable giving, family-owned businesses, wealth transfer, and tax services.
This course covers how to create your own family wealth office to grow and manage your estate ... since most of us don't have $10 million.
- How to choose and start using a more profitable tax rate.
- Reducing your tax bill even further by deducting many day to day expenses and healthcare costs as business expenses. Increasing your annual retirement contributions to the theoretical maximum of $290,000.
- Transferring wealth tax free.
- A practicum with a detailed walk through of all the paperwork to create your family office.
Start saving today!