A client retired at age 62 after selling his medical practice.
By the time we met, he had accumulated approximately $6.8 million in retirement accounts, another $3 million in taxable investments, and no longer had earned income.
Like many successful professionals, he assumed
One of our clients owned a logistics company valued at approximately $18 million.
After nearly 35 years of building the business, he had received an offer to sell that would have secured his retirement and provided financial security for future generations.
There was just one
One of our clients owned a manufacturing company valued at approximately $20 million, along with another $10 million in investment assets.
He wasn’t concerned about income taxes.
He was concerned that if his business continued growing over the next 15–20 years, his children
eventually grew from $20 million to $50 million, that $30 million of appreciation could potentially pass to the next generation without being included in the client’s estate.
The biggest tax savings often come from planning before wealth is created—not after.
Every family’s