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Most high-net-worth families work with various professionals, such as CPAs, estate planning attorneys, and valuation experts.
How can you bring them all together and create a holistic financial plan?
Derek Myron and Kyle Malmstrom answer the question in this episode. Join them as they explain strategies to create a forward-looking financial plan, minimize income and estate taxes, and optimize your wealth transfer for future generations. They also walk you through Centura Wealth Advisory’s comprehensive wealth management process that liberates you from financial burdens.
Derek and Kyle discuss:
- Ways to know if a particular financial services professional is ideal for you
- How to avoid a silo approach to your finances and focus on long-term planning
- Tips for building a customized financial strategy based on your unique goals
- Best practices to help you prepare for the potential tax changes
- And more
Related: Leveraging Real Estate as Part of Charitable Planning