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HELPING YOU TO ADAPT TO LIFE’S CHANGES AND FEEL CONFIDENT ABOUT THE DECISIONS YOU MAKE

WHAT WE DO

WEALTH TRANSFER

The protection and transfer of your wealth can be complex and requires careful planning. Centric Capital Advisors has 40 years of experience working with multi-generational families on transferring wealth to future generations. We incorporate tax efficient gifting and asset sale programs, trust design, charitable giving and countless other strategies to meet your goals.

 Some of the services we can provide include:

  • Asset Protection Planning
  • Wealth Replacement Trust
  • Dynasty Trust and Maximized Gifts
  • Charitable Lead Annuity Trust (CLAT)
  • Charitable Remainder Trust (CRT)
  • Charitable Remainder UniTrust (CRUT)
  • Grantor Retained Annuity Trust (GRAT)
  • Discount Valuation and Gifting Strategies
  • Discount Valuation and Asset Sales Strategies

 

Trusts should be drafted by an attorney familiar with such matters in order to take into account income, gift and estate tax laws (including generation skipping transfer tax). Failure to do so could result in adverse tax treatment of trust proceeds.