The Critical Importance of Having the Proper Legal Structures in Place in Order for a Family Office to Endure for Multiple Generations with Tom Handler, Founder and Managing Partner of Handler Thayer, LLC.
Family Office World
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The Most Impactful Estate Planning Recommendations
The most impactful strategies used discounting afforded by family holding companies combined with investment baking transactions. Using AFR low IRS rate debt in order to transfer assets immediately due to the discount and purchase them if need be. The dilemma, of course, is if these transactions work, those assets are gone. But doing it at the highest level to affect transfers for families worth hundreds of millions or billions of dollars requires a lot more art and more specificity.
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