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The following is a representation of the breadth and sophistication
of over 200 services and strategies provided by Family Office Services
professionals – for achieving the desired objectives of your
family.
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Click to samples of some of the 200 tools:
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Objective 5:
Integrate any of more than 200 planning instruments
into your plan
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Revocable Trusts |
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Irrevocable Trusts |
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Incentive Trusts |
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DSPAs |
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Health Powers |
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Long Term Care |
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Business Continuity Planning |
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Compensation Planning |
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Costless Collars |
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Newstar |
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Leveraged ESOP |
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Synthetic Equity |
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Tax-free Sale of
S-Corp |
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Conversion of Paper Profits |
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Advanced Asset Allocation |
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LLC |
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Private Equity |
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402(e) Rollover |
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ESO Foundation |
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Portfolio Design |
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Exchange Traded Funds |
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Contingent Deferred Swap |
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Dynasty Trusts |
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Offshore Investments |
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Tundra Trusts |
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ESOP |
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GRAT |
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QPRT |
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CLAT |
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Multi Class FLP |
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ILIT |
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CRT |
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ULP |
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Short Term CRT |
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QDOT |
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NIMCRUT |
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IRA Access Strategy |
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Family Bank |
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Stock Option Strategy |
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Private Foundations |
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SERP Exchange |
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Fractional Ownership Discounts |
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Non-taxable Installment Sales |
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Value Transference |
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CRT Rollover |
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Wealth Responsibility Retreat |
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Junior Advisory Board |
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Education Trusts |
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Never Too Late Trust |
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Performance Trusts |
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