helping professionals, executives, families —
including multiple generations — and business owners with higher net worth to assess their options. We can recommend advanced strategies designed to address your financial, legacy and tax-efficiency goals and objectives.
If you have $3 million or more in net worth, you face unique financial opportunities and challenges. Our team can help by:
We work with you to develop strategies that help minimize income taxes, capital gains taxes, net investment income tax and estate taxes. Our goal is to help protect and grow your wealth while reducing unnecessary tax burdens.
A Team Approach
If we work together, we’ll come alongside you and connect you to our team and other subject matter professionals to help coordinate your financial, tax and legal considerations. We can also collaborate, with your permission, with any professionals you may already be working with, such as your CPA, estate planning attorney, realtor or others.
We can help in the following areas:
- Sales of highly appreciated assets (businesses, real estate, stocks, etc.) -
- Business succession planning -
- Advanced legacy strategies -
- Planned and charitable giving strategies -
You've worked hard for your wealth — let's help ensure it works just as hard for you.
Let’s Talk.
Great conversations start with great questions — we’ll explore your concerns, goals and dreams so we can help you chart your course with ease and confidence.
This content is for informational purposes only and is not intended to serve as the basis for financial decisions. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
This content does not constitute an offer, an invitation or recommendation to enter into any transaction or strategy. It is strongly encouraged that individuals consult with their tax and legal advisors, to provide advice and information on the tax and legal components of advanced tax-efficiency strategies in coordination and collaboration (with proper verbal or written authorization) with your financial advisor before pursuing these strategies concerning your particular situation.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Stander Financial is not affiliated with or endorsed by the U.S. Government or any governmental agency.
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