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Listen "Spotlight: Specialty Tax Planning For HNW Clients – Episode 51"
Episode Synopsis
The ultra-affluent sometimes need advanced tax mitigation and estate planning. Wealth managers having that expertise at the ready can be hugely important to helping both that client and your own bottom line.
At CEG Worldwide, we work with Roger Silk at Sterling Foundation Management as part of our Virtual Family Office Network of highly specialized professionals. Sterling is one of the nation's leading authorities on the use of tax-exempt trusts—a solution that can be very helpful to affluent investors in certain situations, and one that too many financial advisors are unfamiliar with.
Here's what he had to tell us about these trusts.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.
At CEG Worldwide, we work with Roger Silk at Sterling Foundation Management as part of our Virtual Family Office Network of highly specialized professionals. Sterling is one of the nation's leading authorities on the use of tax-exempt trusts—a solution that can be very helpful to affluent investors in certain situations, and one that too many financial advisors are unfamiliar with.
Here's what he had to tell us about these trusts.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.
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