Designed by Goldfish Consulting
bearbull Tax strategies designed to help enhance the value of your estate.

Tax Strategies for High Wealth Individuals

High Net Worth clients need tax strategies designed to help enhance the value of their estate, assist in reducing tax exposure, and work to improve current cash flow. Valentine Capital offers* wealth management of:

  • Tax Efficient Portfolios for non-qualified accounts
  • Family Legacy Planning
  • Wealth-Transference Strategies
  • Cash Flow to Income Ratio analysis (based on clients age and risk factors)
  • Qualified to Non-qualified Ratio Analysis and Strategies
  • Methods to improve ratio imbalances between oversized and┬átax deferred portfolios
  • Strategies to increase 72T distributions from qualified plans against strategically enhanced Schedule A deductions to minimize tax rates
  • Charitable Remainder Trusts
  • Irrevocable Life Insurance Trusts
  • Schedule C analysis and Schedule A reviews

*Valentine Capital Asset Management, and its representatives do not provide tax or legal advice.  The tax strategies discussed here are coordinated with several tax planning specialists.  Clients may also choose to utilize their own tax advisors.



Valentine Capital Asset Managment