Personalized Legacy Planning
Transactional Excellence for Transformational Results
“The secret of change is to focus all of your energy not on fighting the old, but on building the new.”
– Socrates
Our Story
The Need
We are seeing a meaningful increase in the demand for innovative financial structures that can provide tax-exempt compounding and tax-exempt distributions. Interest in these tax-elimination structures has been expanding with the arrival of innovative design features.
With the elimination of tax minimization alternatives over the last decade, estate owners have prevailed upon their advisors to identify opportunities for:
- Strategies that can eliminate taxes
- Improved tax efficiency
- Enhanced wealth preservation
- Exponentially increasing wealth transfer
- Unique charitable results
Our Corporate Capacity
International Legacy Solutions has built a multi-disciplinary team to meet the challenges that family enterprises face. Our process combines our specialized knowledge with the intimate understanding that the family’s advisors have of their clients. Together, we bring timely solutions to uncommon challenges.
