STRATEGIES OF THE ULTRA-WEALTHY: HOW THEY INCREASE NET WORTH, MAXIMIZE WEALTH TRANSFER, AND MINIMIZE ESTATE TAXES
Why do certain families obtain wealth only to lose it, while others grow their wealth from generation to generation? What are the wealthiest families and business owners doing to build and protect intergenerational wealth? Learn the insight that multi-millionaire and billionaire clients use win the game by minimize estate taxes and maximize wealth transfer through tactical insurance planning.
Learning Objectives:
- Protect clients that currently have or will likely have estate tax exposure.
- Provide tactical guidance that the wealthiest families in the country use to build and protect wealth.
- Deliver unique insight to dramatically increase revenue and referral opportunities.
Event Details
Who Should Attend?
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Professional Advisors
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Business Owners & Their Trusted Advisors
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTER
Court has been featured in and interviewed by The Wall Street Journal, MSN Money, Dow Jones, and Nerd Wallet for his background and expertise in finance. He is an Ivy League graduate from The University of Pennsylvania, where he majored in Economics, Philosophy, and Politics. He is sought out by trusted advisors across the country to provide expert life insurance guidance for their top clients.