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Risk Management and Wealth Preservation
High-net-worth individual | Age 58 |
New York
Challenge:
Client was concerned about tax exposure, legacy planning, and how to protect capital in a potential downturn.
Solution:
We customized a risk management solution that included municipal bonds, insurance-backed investment vehicles, and structured notes with downside protection.
Results
24%
Reduction in annual tax liability
Portfolio protected from two market corrections
Built-in wealth transfer mechanisms for estate planning
“They didn’t just grow my wealth, they protected it. The tax strategy alone saved me thousands.”
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