Attorney Partners
For the vast majority of privately held business owners, the most valuable asset is their business they’ve built. However, with the time and dedication it takes to run a successful business, proper planning around protecting the value and assets of a company is often neglected, leaving the business at risk.
Through our expert guidance, Strategic Alliance Wealth Group protects the the value of our Attorney Partner’s most successful business owner clients and their assets by creating a comprehensive, tax-free, creditor protected succession plan that prepares them for the future. SAWG’s strategies have also been utilized by non-profit organizations such as universities, charities and hospital groups to retain high earning employees, and mitigate exposure to the 21% excise tax per Internal Revenue Code 4960.
Partner Attorneys that incorporate SAWG’s unique, creative strategies into their practice are able to offer a more complete and comprehensive package to the families and business owners they represent. Throughout our design and implementation process, partner attorneys have the opportunity to consult with multiple generations, thus ensuring a long-term relationship between the attorney and their most affluent families. Most importantly, our Partner Attorneys are able to transfer wealth efficiently over generations, ensuring that a family’s lifestyle or legacy remains uninterrupted during major life events.