Tag Archives: wealth

Three Aspects of Every Family’s Wealth

The vast majority of wealthy families do not fully understand the different aspects of their wealth.  Sadly, as a result, many go to their graves leaving their assets to suffer devastating taxes and reap only a small portion of the benefits that could have been provided to them, their heirs and the Kingdom of God [...]

Successful Wealth Transfer

Over the decades we have observed that 95% or more of wealthy families focus their wealth transfer planning almost exclusively on minimizing taxes and drafting appropriate documents.  They think that by using the most sophisticated planning and tax reduction techniques and drafting airtight legal documents, they can ensure the successful transfer of their wealth to [...]