For clients with significant wealth, traditional financial planning strategies often fail to address the full scope of their needs. Rising tax rates, market volatility, and the looming reduction in estate tax exemptions make it increasingly important to explore advanced tools that can protect assets, enhance after-tax growth, and ensure wealth is preserved for future generations. […]
At Mavacy, we believe that strategic legal and financial structures are key to sustainable success and legacy building. One powerful structure that successful entrepreneurs and families leverage is the family office. A family office is a private, centralized firm designed to manage all aspects of an ultra-high-net-worth family’s financial, legal, and personal affairs. It’s a […]