Family Enterprise Case Studies

Case 1

Male, 26 years old Small Business Owner
$600,000 commitment Wealth Transfer Tax Free: $14,604,043

Case 2

Male, 26 years old Small Business Owner
$600,000 commitment Wealth Transfer Tax Free: $14,604,043

Case 3

Male, 26 years old Small Business Owner
$600,000 commitment Wealth Transfer Tax Free: $14,604,043

Case 1

Male, 26 years old Small Business Owner
$600,000 commitment Wealth Transfer Tax Free: $14,604,043

Case 2

Male, 26 years old Small Business Owner
$600,000 commitment Wealth Transfer Tax Free: $14,604,043

Case 3

Male, 26 years old Small Business Owner
$600,000 commitment Wealth Transfer Tax Free: $14,604,043

Case 1

Male, 26 years old Small Business Owner
$600,000 commitment Wealth Transfer Tax Free: $14,604,043

Case 2

Male, 26 years old Small Business Owner
$600,000 commitment Wealth Transfer Tax Free: $14,604,043

Case 3

Male, 26 years old Small Business Owner
$600,000 commitment Wealth Transfer Tax Free: $14,604,043