CASE STUDY
Family Investment Vehicle Formation .
At Heritage Wealth Advisors, we believe that the earlier you consider the long-term positioning of wealth, and how that wealth will impact subsequent generation(s), the more fluid and seamless navigating its complexities will be. It is our intent to thoughtfully and intentionally prepare each generation to appropriately leverage wealth through financial education, while also reinforcing your family’s values for the longevity of not only your family’s ongoing wealth accumulation, but also your overarching legacy.
There are numerous entities, including limited liability companies (LLCs) and/or trusts, that wealth flows through, each having different levels of complexity as to where that money is coming from and how it can be leveraged. It is our mission to not only help younger generations navigate these various entities, but also how they fit into larger family goals.
This Case Study Covers:
- Gifting wealth and increasing cash flow to the second generation without losing control of finances
- Including the second generation in the management of multiple real estate entities and investments
- Managing illiquid assets belonging to the first generation through an established LLC
