Expert family trust lawyer talks family office for high net worth planning, and why use a family office for wealth management team👉 Book a Call at [ Ссылка ] for advice on financial planning for high net worth families and creating multigenerational wealth.

Does your family control assets over $10M? Have you realized you need to change the way you track and plan for that wealth? Are you concerned about your tax and estate plan? You might want to consider joining our “Family Office.” This very specialized service offers highly customized, year-round, long-term planning to manage and preserve your wealth through the generations. At CunninghamLegal, we coordinate closely with your other advisors and implement advanced tax strategies to preserve your assets. All our work leads up to an annual family summit, where insight and planning ensure synergy between all your advisors. Learn more in this webinar! Remember, signup for “Family Office” must be completed by the end of April each year. See also [ Ссылка ]

00:00 Family Office: Why High Net Worth Families Use Them
01:48 What is a Family Office? An Engine to Get Important Stuff Done
04:47 What Our Family Office is NOT
06:10 Who is a Family Office For?
10:26 Our Family Office is for Normal People Who Happen to be Wealthy
12:05: Why a Family Office? How LLCs, Partnerships, Corporations, Trusts Work Together
16:14 TAXES! Value Vs. Complexity When Creating Tax Planning Structures
18:34 Who Needs a Family Office? What Services Does CunninghamLegal's Family Office Offer?
22:29 What's the Timeline? What Materials are There in Our Family Office Practice?
26:24 If You Have Significant Real Estate Holdings, Consider a Family Office: Case Studies
30:53 Call or Schedule Online: Q&A

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PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

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