We affectionately refer to this client as “HENRY” (High Earner Not Rich Yet), represented by those of our clients who are earning substantial annual income, and are in a wealth accumulation phase of their lives. For this client we will
- Engineer specially designed accumulation vehicles that provide maximum growth, minimum or no exposure to losses, complete tax efficiency, and asset protection.
- Design and implement other income protection strategies to shield against premature death or disability.
Because we are not attorneys or tax accountants, we work hand-in-glove with our clients’ other professional advisors to implement any recommended strategy.