You Face Challenges That Are More Complex Than the Average Investor:
The more you have, the more you might be taxed. Minimizing these burdens should be a focal point.
But in ways not readily available. Ways that include alternative investments, private equity and more.
Even ultra-wealthy families see their legacy erode within just a few generations. Sensible strategies must be enacted and reinforced.
The more you have, the more you might be taxed. Minimizing these burdens should be a focal point.
But in ways not readily available. Ways that include alternative investments, private equity and more.
Even ultra-wealthy families see their legacy erode within just a few generations. Sensible strategies must be enacted and reinforced.
Captive Insurance Helps With all of the Above
Grow wealth more efficiently. Section 831(b) of the IRS code allows for tax-free accumulation of premiums under certain conditions.
Investment opportunities
Captives allow for investments that might not be available through traditional means.
Estate and succession planning benefits
Captive Insurance allows wealth to be transferred from a business to its owner, meaning you might be able to pass premiums that have accumulated in value to your heirs while skipping gift or estate taxes.
Institutional-Level Investing for Your Family
Our team helps build and manage portfolios for companies with hundreds of millions of dollars in revenue. We bring the same insightful strategies to ultra-high net-worth households.
Services Offered:
Services Offered:
• Investment Planning
• Estate Planning Strategies
• Liability Management
• Risk/Liability Minimization
Wells Fargo Advisors does not provide tax or legal advice.