Professional collaboration helps one client save $50 million in estate taxes
Preserving generational wealth for high-net-worth families and their businesses
Family-owned enterprises often face complex challenges when transitioning leadership and wealth across generations. In this case study, a $150M family real estate and construction business required strategic guidance on succession planning, estate tax mitigation, liquidity management, and liability protection. Collaboration between the family’s CPA and a Choreo wealth advisor helped them transition the business to the next generation while saving approximately $50 million in estate taxes.
As a wealth management firm founded at the intersection of tax and wealth, Choreo has a long history of collaboration with tax professionals to serve clients with advanced wealth and tax management needs. A key component of our mission at Choreo is to help educate our CPA partners about wealth, financial and estate planning, helping them add even greater value to the client experience – whether those clients are business owners, highly-compensated professionals, high-net-worth individuals, or families with generational wealth needs.
If you’d like more information about Choreo’s approach to collaboration, or how Choreo advisors partner with and support tax professionals, please complete the form below or email us directly at yourfuture@choreoadvisors.com.