Services – Integrated Estate & Trust Planning
At Catalyst Wealth, our business is Intelligent Solutions to maximize and preserve wealth. We understand that people accumulate assets at different points in their life, and for different reasons. They start a business, buy a home, implement a retirement plan, purchase life insurance, make investments, create a will, set up a trust, etc. These accumulated assets are implemented at different milestones and under different economic circumstances. Over a period of time these assets become a disassociated piecemeal of wealth.
When these assets become fragmented they lose the ability to provide the maximum value and benefit which integration provides:
- Increased tax savings & deductions
- Improved economies of scale
- Life insurance coverage at reduced cost
- Re-structured assets for effective creditor protection
The Catalyst Difference
Our comprehensive wealth transfer planning process focuses on integration which in turn increases the velocity of our client’s wealth by eliminating the inefficiencies and improving tax savings. We never lose sight of the larger picture which focuses on total family wealth, multi-generational gifting, and tax efficient wealth transfer planning. Our Intelligent Solutions are custom tailored to each unique situation.
Catalyst Wealth offers a complimentary review of asset classes in order to obtain a point of reference to determine current diversification and risk exposure for achieving your goals and objectives. To learn more contact us today.