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.
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