Wealth Management Exchange - Articles -

Business Owners Look To Family Offices For Wealth Transfer And Succession Planning

no@spam.com (Don Wilkinson) — Mon, 13 Jul 2009 11:32:30 MDT

It could be advantageous for the business owner to follow the family office model if he intends to retain the business for future generations, with the ultimate goal of preserving long-term wealth and keeping it in the family.

Charitable Remainder Trusts: Benefits Now Include Liquidity

no@spam.com (Don Wilkinson) — Mon, 23 Feb 2009 12:40:14 MST

CRTs can be structured to increase an individual's income, avoid capital gains taxes, lower or eliminate estate taxes and serve as a bonus retirement plan. Now it can also be used to realize immediate liquidity, says the author.

The Family Foundation: Charity, Family Involvement and Tax Benefits

no@spam.com (Don Wilkinson) — Wed, 26 Nov 2008 10:07:03 MST

Now is a good time to take a break from the stresses of recent days and focus on giving to those truly in need. Setting up a family foundation has numerous benefits including involving your children in meaningful charitable giving projects.

Evolving Separately Managed Accounts Become Strategy Option for Affluent Investors

no@spam.com (Don Wilkinson) — Fri, 02 May 2008 14:25:01 MDT

There's a cycle that occurs approximately every four years as capital gains build up in investors' accounts. In tax year 2000, for instance, investors were subject to low performance in many mutual funds - especially high-tech stocks. At the same time, these investors got hit with excessive capital gains taxes. The same thing occurred during the 2003 thru 2007-tax period.