Intentionally Defective Grantor Trusts (IDGTs) in Advanced Estate Planning

Key Takeaways In-depth estate planning, intentionally defective grantor trusts (IDGTs), provide robust advantages for protecting and growing wealth. These trusts offer an effective way to transfer assets to heirs with greater control and potentially lower tax liabilities. By using an IDGT, you are able to greatly reduce the taxable estate and shift future appreciation to […]

Foreign Grantor Trusts: Structuring Your Global Wealth for Maximum Advantage

Key Takeaways Foreign grantor trusts are a powerful tool to defend, diversify, and expand your wealth around the world. By establishing these trusts, you receive a distinct advantage in international tax planning and asset protection. They enable you to use multiple tax jurisdictions to your advantage, creating effective tax efficiency. This can be especially advantageous […]

Multi-Jurisdictional Asset Protection: Integrating Offshore and Onshore Strategies

Key Takeaways Strategically integrating offshore and onshore entities to take advantage of multi-jurisdictional asset protection. This multi-jurisdictional approach offers more effective protection as well as freedom and flexibility to control assets. By integrating the best of these jurisdictions, you’re providing a layer of privacy and security that’s imperative for protecting your wealth. What offshore entities […]

Maximizing your tax-exempt gains with Qualified Small Business Stock (QSBS)

Key Takeaways QSBS can be an effective way for certain investors to gain tax-exempt status on large capital gains from federal taxation, provided that they meet certain requirements. Investors who hold QSBS for over five years are eligible for these tax-exempt gains. This sometimes-overlooked tax incentive encourages investment in small businesses, driving economic growth and […]

Personalized Hedge Fund Mandates: Tailoring Alternative Portfolios for Ultra-Wealthy Investors

Key Takeaways Personalized hedge fund mandates provide ultra-wealthy investors with substantial advantages by crafting tailored alternative portfolios. These personalized mandates center on matching investment strategies to specific investor goals, preferences, and risk tolerance. They provide almost limitless flexibility and access to a wide variety of asset classes. Using these tools together, you can construct portfolios […]

494: Wealth Formula Community Members Share Their Stories

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Hey everyone, On this week’s Wealth Formula Podcast, I’m talking with members of our very own community who are using Wealth Accelerator and Wealth Formula Banking as part of their personal financial plans. They’re going to share their individual journeys – why they chose Wealth Accelerator/WFB, what challenges they faced along the way, and, most importantly, what kind of […]

Income Splitting: A Smart Strategy to Reduce Your Family’s Tax Burden

Key Takeaways Diving into income splitting can provide your family with a real and cost-effective way to improve your overall tax burden. Reducing your family’s overall tax burden through strategic distribution of income can help you pay less overall. This method is based on knowing and using tax brackets to benefit your family. For instance, […]