Estate Planning Strategies to Build Generational Wealth
Preserving your wealth across generations takes understanding estate planning basics, incorporating tax minimization strategies, and working with an expert advisor. Maintaining your wealth through the next generation and beyond may be one of your top financial planning priorities. Generational wealth planning helps ensure your estate and assets transfer and that your legacy is protected. Estate planning is one important component of legacy preservation and generational wealth management. It helps you establish which...
Avior Wealth Management Featured in Citywire
Avior’s CEO Britt Campbell talked to Citywire about what’s next for growth and our decision to take on a minority non-voting investor. Avior Wealth Management has some exciting news to share. Our firm was featured in Citywire: Exclusive: $4.1bn Avior Wealth Management Pursuing Capital Raise. The feature comes after Avior announced that it would be going after a minority stake sale, working with Park Sutton Advisors as its investment banker. As quoted in...
How Tax Policy Affects the Stock Market
As Benjamin Franklin famously said, “in this world, nothing is certain except death and taxes.” Taxes are no one’s favorite topic but their importance cannot be overstated. Tax policy affects every aspect of our financial lives including how much of our paychecks, investment gains, and dividends we keep, in addition to directing our choices of retirement vehicles, estate planning considerations, and much more. This is why tax planning with the...
Tax-Savvy Wealth Management Strategies
Factoring in the tax implications of your investments helps you plan for long-term growth and tax minimization. These strategies will help you determine your best options as part of your wealth management plan. Your wealth management strategy requires a delicate balance of risk and return. It also requires careful attention to your tax liability, as tax obligations can significantly impact your ability to grow and protect your wealth. Keeping a tax-savvy mindset...