High-Net-Worth Individuals and Families
Comprehensive Tax Planning & Financial Strategies for High-Net-Worth Individuals and Families
Whether you became a high-net-worth individual by design or inheritance, you work hard to protect and build upon what’s yours. At SWC, we work just as hard to help you grow and protect it!
As a high-net-worth individual, you know that the government is coming for you — targeting your money to cover for their financial mismanagement. It’s time to fight back, and we can help. We provide the guidance you need to keep more of your money and put it to work for you and your family in ways that minimize your tax obligations, maximize your investment returns, and preserve your wealth for generations to come.
We help our clients formulate and execute a comprehensive financial strategy to keep more of their work-related or business income and any inheritance, protect their assets, build wealth, prepare for expected and unexpected life events, and use their money as efficiently as possible to live a rich and fulfilling life.
Why SWC?
Managing your wealth with purpose
- Peace-of-mind tax planning that’s anticipatory, fiercely loyal, and dedicated to your success.
- Expert advice on deferred compensation, stock options, restricted stock, and more.
- Personalized strategies that mitigate the impact of higher tax rates, new taxes, and limited deductions.
Answers to questions you may not know to ask
- How can I use gift and estate tax exclusions to reduce my taxes?
- What is a spousal limited access trust (SLAT), and can it benefit me?
- What is an intra-family loan and when should I consider authorizing one?
All high-net-worth individuals and families are not the same
- Tax planning with your residency requirements in mind.
- Cash flow planning for your significant life events.
- Reducing the impact of federal and state income, estate, and gift taxes is more than a right — it’s an obligation.
However you did it (or it happened), you’re a high-net-worth individual, meaning you’re probably a millionaire or a billionaire, likely in the top 10 percent of the population. Congratulations! You made it. Now what?
Now you need to protect and grow your wealth. Otherwise, taxes, inflation, and unexpected life events will chip away at your wealth until you and your family drop back down to join the other 90 percent of the population, and nobody wants that, especially the 90 percenters.
It’s not just about the money — it’s about what the money can do for you and your loved ones and the organizations and causes you support. It opens opportunities and provides the means to achieving a rich and fulfilling life.
Are your assets serving that purpose, or are they being wasted on taxes and wasting away due to inflation and big bills from unexpected hardships? We can help you answer those questions and put more of your money to work for you.
FREE DOWNLOAD
The Small Business Guide to Reducing Your Tax Burden Legally
The tax code has become complicated to the point where Albert Einstein wouldn’t be able to unpack it. The good news is that you don’t have to be a genius to reduce your business taxes.
