Wealth Transfer
For more than 15 years the wealthiest families in the Southeastern United States have relied on Capital Strategies Group to transfer their wealth to subsequent generations with minimal income and estate tax shrinkage.
Our wealth transfer business is built on a three-step process:
| 1. | We use state-of-the-art tax strategies to “squeeze and freeze” the value of the estate.
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| 2. | We determine the best source of liquidity to satisfy remaining estate tax liability.
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| 3. | If appropriate, we provide the best possible insurance product to address intractable estate tax liquidity needs.
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