Advanced Planning

Overall, advanced planning is essential to effectively achieve specific goals and objectives, whether in business or personal finance. By developing a comprehensive plan in advance, individuals and organizations can ensure they are prepared for any challenges that may arise and increase the likelihood of success.

There are many benefits to advanced planning, especially when it is orchestrated using a team-based approach. Without question, there are many ways to legitimately capitalize on the tax code and legal system to protect and enhance personal wealth. Advanced planning offers an effective way to structure assets to compound privatized bank account growth uninterrupted, discourage lawsuits and provide legal shelter from potential plaintiffs.

With over 50 experts, Level 5 Family office specializes in advanced planning solutions such as:

  • Advanced Tax Planning
  • Wealth Preservation
  • Wealth Management Transition and Exit Strategies
  • Risk Mitigation & Insurance Reviews
  • Executive Comp Plans
  • Premium Finance Income
  • Distribution Strategies
  • Charitable Giving
  • Private Placements
  • Long-term Care
  • Retirement Planning & Reviews
  • Key-man Coverage
  • Buy-sell Agreements
  • and more....