Priya and Ajay

Priya and Ajay

Priya and Ajay had been retired for quite some time after the sale of their business. They had been working with a well-known bank for years, but felt that, despite talk about the importance of planning, all of the focus seemed to be on the investment products.

They had become increasingly frustrated with the lack of attention to holistic planning issues over the years and felt that opportunities were being missed. They had set up multiple entities for estate and asset protection reasons including: a family partnership, irrevocable trusts for their three adult children, a charitable annuity trust (benefitting Priya’s sister), 529 plans for grandchildren and a generation skipping dynasty trust.

They had concerns about the investment thesis regarding each of the entities and how it tied back to the family’s wealth as a whole. They were concerned about tax optimization between entities and the related asset location issues.

Both were interested in working with a team that could provide a world-class investment experience, while maintaining independence. A firm that could advise them in all of their areas of concern and point out new opportunities to further enhance their family’s wealth.

CASE STUDIES PRESENTED ARE HYPOTHETICAL AND FOR ILLUSTRATIVE PURPOSES ONLY.

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