Depending on what happens in the future, massive change could destroy the enormous opportunity you have to get your money to the kids and future generations. This article goes into some of the strategies and tactics you might consider to ensure a successful transfer.

It would be an understatement to say these are challenging times. Despite ominous headlines, we’re encouraged at AG Asset Advisory by the growing desire we see in people to give back and help.

Recent changes in the world, the most obvious being COVID-19 with its social, economic, and political ramifications, have inspired people to look seriously at their current situations. There are so many unknowns now and with headlines of increased litigation risk, more than ever, successful entrepreneurs want to be sure they’re fully protected.

We tend to work with first generation entrepreneurs who create wealth. A byproduct of their professional success is the complexity created in their personal life. Our role is to develop bespoke solutions to address that complexity.

When it comes to lowering your tax bill—something nearly all entrepreneurs want to do—it’s crucial to make sure you’re avoiding taxes, not evading them.