I cannot overstate the importance of having your operating company, holding companies, trusts, shareholders, and more, all organized on a well-designed one page document.

If you need a custom-designed company organizational chart for yourself, please reach out to me.

www.dutrawealth.com

https://www.linkedin.com/in/michaeldutra

Spotify: https://open.spotify.com/show/624XIhnIuWtQ2iyRhrnO9o

Apple Podcasts: https://podcasts.apple.com/us/podcast/mike-check-1-2-1-2/id1608028798

Anchor: https://anchor.fm/michael-dutra

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Disclaimer: These videos discuss strategies, concepts, illustrations, general discussion & more. Personal details need to be obtained and a thorough review of all concepts before implementing anything. Please consult the appropriate professional(s) including but not limited to insurance, tax, accounting, legal, health, and estate planning before making any final decisions. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal, health, accounting, or any other advice. You should consult your own professionals and advisors before implementing any transaction. Financial Underwriting may be required for any topic discussed.