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Business owners who need help managing their personal, holding company and business financial assets
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Professionals requiring assistance in structuring their affairs to both safeguard assets and minimize taxes
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Successful executives looking to grow and protect their wealth
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Individuals looking to balance their current needs with a savings strategy that will help them achieve their long-term financial goals
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Retirees requiring strategies that will maximize their income after taxes while preserving their capital for the long-term
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Families looking to efficiently transfer accumulated wealth to the next generation
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Parents and grandparents looking to fund the educational and living costs of their offspring in a tax efficient manner
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Business owners looking to tax-effectively transition their businesses
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Charitably inclined individuals who are looking for their donations to provide maximum long-term benefit and value
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Individuals with U.S. and international connections requiring specialized tax and estate planning assistance
