Creative Ways to Transfer Wealth
Often in my practice, clients ask me for creative ways to transfer wealth to their children. Often, depending on your circumstances, trusts are a good option. However, if you have millions to transfer, a much more creative way to transfer wealth is a Family Holding Company. If set up right a family holding company can be used to gift millions of dollars tax-free to heirs and others, while retaining control of assets and binding a group together economically. In addition, a