Your Financial Legacy

Tax Strategies and Investment Structures


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As an investor how can you maximize your returns and minimize your taxes? Join our conversation with Richard Wilson, Founder, and Head of the Family Office Club, the largest membership-based family office association. He shares with us strategies and areas of the tax code and gives us examples of simplex vs. complex; or risky vs. low-risk approaches to tax planning.  Also, Richard will provide us ideas about how to raise capital without giving equity during your capital raise. 

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Your Financial LegacyBy Maria L Ellis