How
do we define a high net worth client?
For our purposes, a high net worth client has a net worth in excess of 5
million dollars with no cap on the upper end. This could be an individual or business entity. As the net worth increases, the
complexity of the planning may as well in order to meet the clients objectives. Naturally, a client with a net worth of
500 million will have different goals and opportunities than a client with a net worth of 5 million.
What are some of the concepts?
Tax planning is an important part of wealth management. Our specialized team of professionals
utilize planning techniques that are above board and commonly accepted in the advanced planning arena that are many times overlooked
by the general practitioner. There are a variety of ways that charitable trusts, family foundations and private foundations
etc., may be used to manage wealth and reduce taxation in a variety of circumstances. Contact us for a no-obligation free
consultation regarding your situation. We have CPA's and attorneys who specialize in these areas who are willing to review advanced
planning cases with no up front fees charged.
LEADING-EDGE CASE DESIGN
At Capital Security Company, we want to help you achieve
a superior level of expertise. Our team of professionals are at your service to assist in leading-edge case design. Call us
today for any of your special-case needs including:
- Multi-Generational IRA's
- Premium Financed Life Insurance
- Charitable Plans and Trust Arrangements
- IRA/Qualified Plan Distribution Planning
- Irrevocable Life Insurance Trusts
- Sophisticated Life Insurance Uses
- Entity Planning
- Income and Estate Tax Minimization
- Gift Strategies
- Asset and Liability Protection
(866) 891-5651
Are you tired of paying more than your "fair-share" in taxes?
The pioneers would have shed big tears and thrown away their axes,
if in a dream they'd caught a gleam of what we pay in taxes!
You may have overlooked safe and proven tax planning strategies
that could save you millions of dollars in taxes. Let our team of professionals help you explore your options with a no obligation
consultation.
Capital Security Company focuses on helping clients preserve assets by protecting them from unnecessary market risk, utilizing tax
code provisions while maximizing earning potential with minimum guarantees.
We bring a "Team-Concept" to your planning needs with our
network of CPA's, attorneys, registered reps and insurance professionals. We bring together the right team of professionals
needed for your situation to faciliate achieving your business, retirement and legacy goals.
Capital Security Company
Specializing in Safety, Security and Liquidity in Retirement