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Purpose
Objective 1:
Understand the needs of wealthy families
Objective 2:
Help wealthy families preserve wealth
Objective 3:
Empower a planning team with resources to go beyond the traditional
Objective 4:
Provide impeccable quality cost-effectively
Objective 5:
Integrate any of more than 200 planning instruments into your plan
Objective 6:
Overcome frustrations expressed by wealthy families
Objective 7:
Achieve benefits not available elsewhere
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U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.