Agents should also have expertise in using life insurance in the most tax efficient manner for any situation. (lifeant.com)
Most importantly, this index based strategy can be done in a diversified, low fee and highly tax efficient manner. (orcamgroup.com)
Many families relocate to more moderate tax environments or work with the family office team and outside advisors to structure their wealth management in the most tax efficient manner possible and may spend more of their time in a different city or state than the one they had resided in prior to their financial windfall. (familyofficesgroup.com)