Case Study
Client/Challenge:
Two partners in their mid-40's operate a real estate business valued at $100 million. Each of them will have a very large estate tax liability on death. They are heavily invested in equities and very concerned about stock market volatility.
Outcome:
We helped structure a comprehensive shareholders agreement funded by appropriate insurance to guarantee a market and a buyer for the surviving spouse to receive full value for the company ownership without having to sell properties. A small percentage of fixed income investments was reallocated to a new asset that provides a compounded 10% rate of return on a guaranteed basis with no interest rate or market risk.