Using Trusts for Private Investments: A Guide to Anonymity and Tax Benefits

Key Takeaways Trusts allow individuals to invest privately and anonymously by holding assets in the name of a legal entity, not an individual. Trusts do a lot to shield who owns what and can separate control from actual ownership. Folks choose trusts for peaceful wealth transfer, greater control over who receives what, and less documentation […]

Wealth Strategy for Liquidity Events: What to Do Before Your Exit

Key Takeaways Wealth strategy for liquidity events includes what owners and founders do before a big exit, whether it’s selling a company or cashing out equity. Planning ahead of time can help reduce taxes, safeguard gains, and position for continued growth. Critical work such as picking the right team, trust set up, and legal needs […]

How to Analyze Sponsor Risk in Passive Real Estate Deals

Key Takeaways Analyzing sponsor risk in passive real estate deals simply means vetting the sponsor’s background, capabilities, and track record. So a proper sponsor review examines their past deals, how well they communicate with investors, and if they manage money appropriately. They consider how sponsors address challenges and achieve objectives. Paying attention to these points […]

Offshore Banking Myths: What You Need to Know for Smart Financial Planning

Key Takeaways Sure, offshore banks are often associated with secrecy and tax evasion, but regulations and your own good judgment are important. Here’s the good news–most banks overseas are going to have stringent laws and genuine advantages for people around the world. The main body will dismantle myths, legal reality and tips for smarter, safer […]

Private REITs Vs. Public REITs: What Wealthy Investors Prefer

Key Takeaways Private REITs provide fewer daily price fluctuations but require more capital to launch and are much harder to liquidate quickly. Public REITs trade on stock exchanges, so they’re easy to buy or sell but can move with the market. This guide reveals key takeaways and actual decisions these investors make. The Two Structures […]

The Financial Benefits of Charitable Remainder Trusts

Key Takeaways Learn why the rich use CRTs to multiply giving. A CRT allows them to donate assets to a trust, receive income payments for years, and donate the rest to charity. CRTs can reduce taxes, assist with estate plans, and donate more to causes they care about. A lot of people like CRTs because […]

Alternative Strategies for Legally Deferring Capital Gains Tax Beyond 1031 Exchanges

Key Takeaways How to legally defer capital gains above and beyond 1031 exchanges with Opportunity Zone investments, structured installment sales or Deferred Sales Trusts. Both methods adhere to specific tax codes and allow sellers to postpone paying taxes on profits from asset sales. These options apply to both real estate and non-real estate capital assets. […]