Market-based investments with
protection for amounts invested.
Monica received an inheritance she was in the process of investing. She has a son (Ben) from her first marriage and two stepchildren. She wishes to leave funds to each child when she passes, but a larger share to Ben. Ben has a tendency to be irresponsible with money.
The solution we implemented will maintain privacy regarding Ben’s unequal inheritance amount and is an elegantly simple way for Ben to receive the funds gradually instead of a lump sum.
Ron, 64, is retired and has a medical condition. He wants his investments, which are to be passed on to his family, to participate in the equity markets but have protection against market downturns.
The solution we implemented will ensure that if Ron passes away prematurely at a time when the market value of the investments has declined below the amount invested, that his family is guaranteed to receive the higher / latter amount.
Tax-Efficient Solutions For Excess Personal or Corporate Funds
Find out how we can help preserve your wealth.