An Important Lesson From The Billionaire Class
Family offices are the overwhelming choice of billionaire families, and for rational reasons. They pay close attention to taxes, and legacy planning is a primary goal. But those goals apply to your family, too, and we want to make sure you are taking full advantage of tax and estate planning rules.
Our Legacy Services team can help you think through some of the most important decisions of your financial life, including what will happen to your surviving family members. We can help you make sure that your heirs and assigns, including charity, get the full impact of your life’s work.
We hope you’ll take advantage of this complimentary service. Please use this link to set up a call to learn more.
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Disclosure: This document and its contents are provided for informational and organizational purposes only and are not intended to serve as legal, tax, or financial advice. Financial Gravity Family Office Services, LLC (FGFOS), Financial Gravity Legacy Services, LLC, and their affiliates do not provide legal or tax advice. Clients should consult with their own qualified legal, tax, and financial professionals before establishing, modifying, or relying on any trust or estate plan.
Any trust structuring, document preparation, or related legal services are coordinated through independent third-party professionals. Financial Gravity does not draft trust documents and does not assume responsibility for legal services provided by external providers. This document is intended to assist in the onboarding and discovery process and should not be interpreted as a recommendation for any specific estate planning strategy. This service is offered through and organized by Financial Gravity Legacy Services, LLC, a vendor to FGFOS.