Advanced Planning forms the cornerstone of the Gold Family Wealth approach. We believe it’s the next step in a proper, well-structured wealth management plan. Advanced Planning is a collection of four interconnected services and products along with the skillful leveraging of legal, regulatory and financial expertise to enhance and safeguard your net worth.

Our Advanced Planning solutions are designed to protect your wealth, help mitigate taxes, take care of your heirs, protect your assets from being unjustly taken and maximize your charitable impact.

Advanced Planning Solutions

This is the process of using advanced planning strategies to mitigate your taxes and/or restructuring your liabilities to help boost cash-flow resulting in greater personal wealth creation and quality of life.
This is the process of legally structuring the future disposition of current and projected assets as well as ensuring your estate plan is current. Basic estate planning employs strategies and financial vehicles such as credit shelter trusts and life insurance which is fairly straightforward and sufficient for a small percentage of successful clients.
This is the process of utilizing risk management products and advanced planning strategies to help ensure your wealth is not unjustly taken from you. Starting with the use of property and liability insurance to more sophisticated approaches to protect your wealth and make it extremely hard, and in some cases, impossible for potential creditors and/or litigants to acquire.
For clients that are passionate about certain causes and want to make an impact in the world, this is the process to leverage your charitable intent resulting in lower taxes and greater charitable contributions.