Effective wealth transfer strategies enabling you to minimize the impact of taxes on your estate.
The Commons Capital Advisors Legacy Planning services provide a comprehensive approach to wealth protection and transfer through asset structuring, trust establishment, insurance, philanthropic gifting and other defensive measures and tax minimization strategies.
With extensive global reach, the connections to ensure unique wealth structuring and tax minimization, and excellent ability to foster wealth responsibility in heirs, Commons Capital Advisors provides surety assets are used and distributed as you intend.
Identify and address the communication, planning and family governance issues that can help keep future generations unified around the goals that are important to you.
Implement the elements of wealth transfer through the collaboration of our private wealth advisors, trust, insurance and philanthropic specialists, and our network of legal and tax advisors.
review & revisions
Ongoing plan analysis making certain it continues to address your goals, reflects your financial situation and takes advantage of any changes in tax laws/exemption amounts.