Before you learn more about our services, you may wish to see them in action by reading our success story. It explains how expert planning strategies made the difference for a successful business’s primary shareholders. We discovered that, due to significant growth, they were more than $100 million short of liquid estate assets. Not only were heirs in danger of losing millions to taxes; without an acceptable plan, the company would need to be sold to pay the estate costs.
What can Molewski do for your business or family? Consider one or more of these services:
- Business Transfer and Retention Strategies to ensure an orderly, tax-efficient transition of business ownership
- Multigenerational Estate Preservation Strategies to utilize advanced planning structures that enable families to retain substantial assets
- Philanthropic Advising to use client assets to fund their chosen causes in a tax-favorable way
- Estate and Business Liquidity Funding Strategies so cash is available to facilitate a smooth transfer of assets