Transferring wealth to heirs usually comes with dire challenges for high net worth entrepreneurs
Estate and inheritance taxes can be significantly higher for multi-millionaires compared to most other people. They can significantly reduce the amount of wealth that your heirs end up receiving.
Now that’s something nobody wants. After all, you didn’t hustle for so many years, build a thriving business, and accumulated assets only to give half of it to the IRS in taxes, rather than giving it all to your heirs.
Not only that, but protecting your assets is also crucial as a high net worth entrepreneur. Lawsuits, creditors, and liability pitfalls can all act as a potential threat to your assets, and you must build a proven structure and working strategy to preserve your wealth for your future generations.
Experienced tax advisors can help you navigate the complex laws and ever-changing regulations surrounding wealth transfer, so you can explore different wealth transfer strategies and pay little to no taxes on generational wealth.
Let our team of expert tax advisors and accountants walk you through our proven, little-known wealth transfer process that lets you transfer your wealth tax free and completely forget about crippling tax gift limits.
There is a reason why the ultra-rich pay ZERO taxes on wealth transfer and easily preserve their legacy for many generations…
Phil Knight, CEO of Nike, cycled millions of Nike shares through a series of trusts that effectively moved billions of dollars worth of capital gains from his estate to his heirs, tax free.
Joseph P. Kennedy’s fortune spans approximately 30 family members, and he has been able to pass down his wealth almost tax free. By leveraging a labyrinth of trusts, as well as proven tax structures, Kennedy has legally avoided overpaying on taxes.
But these are not normal trusts. These are complex trusts, coupled with other secret vehicles and strategies that ensure that elite billionaires’ wealth is effectively preserved and passed down to future generations, TAX FREE.
The top tax advisors at Together CFO can play a vital role in helping multi-millionaires like you plan for the transfer and preservation of wealth, while navigating complex tax and legal landscapes… and transferring your hard earned assets to your heirs without any taxes.
Book a call with our accounting and tax experts to leverage the same strategies the ultra-rich have been using for generations to stay ahead of the IRS in the game.
Together CFO has the proven systems, processes, and strategies – all under one roof
The founder of Together CFO, KC Chohan, is a columnist in Forbes and featured in Entrepreneur Magazine, Fox News, NBC News, and more…
With Together CFO, you have the opportunity to leverage the expertise of a world-class team of accounting experts led directly by KC.
We have been leveling the playing field between the elite billionaires and high net-worth individuals (multi-millionaires) since 2016. The remarkable results that we have produced over the years for our clients give us the confidence that we can help you achieve the same.
The best part is… our process is absolutely transparent and there is no confusion. Simply book a call with one of our experts to walk through the process without any obligation.