Case Studies for Family Offices

Discover how we eliminated federal estate taxes on a $15M estate using advanced trust strategies and proactive planning.

Reduce your estate tax burden while supporting your favorite charities. Our strategy utilizes charitable remainder trusts for maximum tax efficiency.

Discover how a Spousal Lifetime Access Trust (SLAT) saved a couple $340,000 in estate taxes while providing ongoing access to trust assets.

Discover how we implemented a Spousal Lifetime Access Trust (SLAT) to achieve $375K in estate tax savings for a high-net-worth couple.

New Horizons Financial reduced trust administration onboarding time by 40% by implementing streamlined processes and leveraging technology for enhanced efficiency.

Simplify special needs trust creation. Pacific Gate's automated onboarding system reduces administrative burden and improves the client experience.

See how Precision Financial Group used a CRT to generate a $100K income tax deduction while supporting a client's favorite charity.

Learn how a Charitable Remainder Trust (CRT) provided an $80,000 income tax deduction while supporting the client's philanthropic goals.

Simplify cross-border inheritance planning with our expert guidance. Minimize taxes and ensure seamless asset transfer between the US and UK.

Reduce tax burden with strategic charitable planning. Discover how Pacific Gate helped clients maximize charitable deductions through Charitable Remainder Trusts.

See how comprehensive document organization resulted in an 80% faster estate settlement for our client's beneficiaries.

Minimize family disputes through clear governance charters. Pacific Gate helps families create charters that promote transparency and consensus.

Learn how we developed a comprehensive business succession plan ensuring 95% employee and client retention during a leadership transition.

Improve client relationships with robust power of attorney planning. Pacific Gate enhanced client peace of mind, leading to higher retention rates.

We helped a family with assets in both the US and Canada create a comprehensive estate plan, retaining 98% of their cross-border wealth.

New Horizons Financial developed a robust business succession plan, achieving a 98% retention rate of key employees during the ownership transfer process.

Discover how Rossi Family Office Services facilitated a seamless dental practice succession, achieving a 98% staff and patient retention rate. Read the case study.

Avoid costly probate delays with our comprehensive estate planning services. Ensure a smooth and efficient transfer of assets to your loved ones.

Learn how Precision Financial Group optimized beneficiary designations, resulting in $75K in annual tax savings for a high-net-worth family.

Learn how strategic beneficiary designations led to a 23% increase in the efficiency of a client's charitable giving plan.

See how Precision Financial Group facilitated a business succession plan that retained 95% of employees after a leadership change.

Discover how Precision Financial Group optimized a buy-sell agreement, resulting in a 20% increase in business valuation.

Learn how strategic cross-border estate planning optimized taxes by $250,000 for a client with dual citizenship. Rossi Family Office Services case study.

Discover how a Charitable Remainder Trust generated a $280,000 tax deduction for a client holding highly appreciated stock.

Discover how a Charitable Remainder Trust (CRT) reduced a Luminary Wealth client's capital gains taxes by 38% while supporting their favorite charity.

Discover how we structured a Charitable Remainder Trust, doubling a client's income stream while benefiting their favorite charity.

Discover how Santos Financial Research Group generated a $1.2 million charitable deduction for a client with a highly appreciated stock position.

Eleanor Blackwell, a recent widow, inherited a substantial portfolio primarily comprised of a $1.8M Traditional IRA and $450K in taxable accounts. Navigating complex tax implications and estate planning considerations, Eleanor needed a strategy to generate sustainable income while preserving her legacy.