Margarita Calpotura Business Law Blog on Lawyers.com

Integrating business strategies with family wealth strategies maximizes investment returns and wealth preservation

Tuesday, August 16, 2011 by Margarita Calpotura

On August 5, 2011, Miller Law Group hosted SEI, a leading global provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management.

 

The most interesting aspect of the presentation was SEI’s focus on differentially tax managed investments and non-tax managed investments.  Investors can realize substantial returns from this separation, which is one of SEI’s areas of specialty and competitive advantages amongst investment advisors.

 

Business owners and high net worth individuals need a team of advisors to optimally integrate business strategies with family wealth strategies.  Miller Law Group, a Palo Alto based law firm specializing in wealth preservation, provides such strategic positioning services to its clients by working with and offering its clients access to, specialty resources and other professionals and organizations that maintain Miller Law Group’s high standards. 

 

Employing a knowledgeable team allows business owners and individuals to maximize investment returns and wealth preservation.  Tax planning is an inherent part of maximizing returns and preserving wealth, and selecting investment solutions that minimize capital gains distributions, and employing estate planning strategies that minimize income, gift, estate, and generation-skipping transfer taxes through gifting strategies and the use of trusts, are imperative to these goals.

 

Each situation varies and a knowledgeable California business lawyer should be consulted to help formulate these strategies and navigate these complex issues.

 

For questions, comments, or further information about protecting and building both personal and business net worth, contact The Miller Law Group, P.C., at 650-566-2290, or go to http://www.millerlg.com
Posted at 13:20 PM
Topic: Business Law
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