We take a wide-angle view of your entire financial landscape. Then we identify the most effective funding sources to capitalize on opportunities or cover major expenses without disrupting your overall financial strategy.
You’ll get answers to difficult questions, such as:
Whether your needs are for charitable, business, legacy, or personal reasons, we’re equipped to help. Our recommendations take into account your current circumstances as well as your future goals.
Funds can be used for a variety of purposes, including:
–For clients such as business owners, and medical and legal professionals with variable incomes
Build and grow your business with funds for:
Get help with a wide range of credit needs, including:
Our client wanted to further his philanthropic goals while continuing to maximize the value of his estate. We facilitated a loan to his foundation, which was then used to fund the construction of a medical college building. This solution helped build his legacy while optimizing his tax-planning strategy.
We helped a client lock in the appreciation of a Grantor Retained Annuity Trust (GRAT) by using a loan secured with other assets—and replacing the appreciated assets with the loan proceeds. The loan can now be repaid through the GRAT’s annuity payment or other cash-flow sources. Our client was also able to protect—for the next generation—the trust’s value from gift or estate taxes.
Our client wanted to find a way to meet their pledge commitments to a foundation without having to liquidate low-basis stock. We helped them secure a line of credit, which was used to fund their commitments. They’re now free to repay the loan by liquidating shares of stock at a later date when a step-up in basis is expected, thereby reducing estate taxes.