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G-1 member of ultra-high net worth family establishes wealth management plan

The G-1 family member of an ultra-high net worth family needed assistance creating a global plan for managing the family's wealth.

Waller represented the G-1 family member with minimal planning but substantial wealth. Waller provided a global plan for the client and family which included transfers and sales to Intentionally Defective Grantor Trusts, the use of LLCs and unwinding subchapter S corporations limiting built-in gain taxes.


Richard Johnson
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Aaron Flinn
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