PRIVATE WEALTH TRANSFER
For clients with larger estates, estate taxes can erode approximately 50% of the assets they have spent their lives building.
This heavy tax burden can have many negative consequences. Many successful businesses cannot continue to the next generation. Banking relationships may become strained. Real estate holdings and closely held businesses may be sold at below market prices to generate cash to finance these estate taxes. A comprehensive wealth transfer plan involves a number of areas that must be strategically coordinated to avoid unnecessary taxes and other costs. These concerns include:
- Illiquid asset preservation
- Multi-generational family wealth planning
- Leverage of annual and lifetime gift tax exclusions
- Estate equalization
- Source of funds to pay estate taxes
- Business continuity planning
- Coordinated debt repayment
- Asset protection
- Charitable planning
Our role on your professional team is to work with your advisors including attorneys, accountants and investment advisors to develop a comprehensive plan of action to preserve your assets and distribute them in an orderly, cost-efficient manner. Some of the specialized strategies we have implemented include:
- Buy-Sell Agreements
- Family Limited Partnerships (“FLP”)
- Intentionally Defective Grantor Trust
- Grantor Retained Annuity Trust (“GRAT”)
- Premium Financing Transactions
- Charitable gifting programs with Wealth Replacement Trusts
- Generation skipping transfers
- Split Dollar programs
We Specialize In:
- Proprietary Life Insurance
- Private Wealth Transfer
- Business Succession
- Charitable Planning
PHILOSOPHY:
BryanMark's role on your professional team is to work with your advisors including attorneys, accountants and investment advisors to develop a comprehensive plan of action to preserve your assets and distribute them in an orderly, cost-efficient manner.
Legal Disclaimer:
BryanMark Financial Group, and/or its agents are licensed to sell traditional life insurance in: FL, IL, IA, IN, KS, MO, NE, NC, OK and VA. Insurance services are limited to residents of the listed states. Residents of other states should consult with a local agent for insurance services.
Securities products, may be sold in the following states: IL, KS and MO. Residents of other states should consult with a local registered representative for securities products.
Securities and Investment Advisory Services offered through registered representatives of M Holdings Securities, Inc., A registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. BryanMark is independently owned and operated.
BryanMark Financial Group is a member of M Financial Group.
Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.