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© 2019 Brighton Advisory Group

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Home Office

5704 Lindley Ave.

Encino, CA 91316

TEL: 818.342.9950 | FAX: 818.342.9957

EMAIL: barry.boscoe@brightonadvisory.com

Case Study #4

A wealthy psychologist/entrepreneur who had parlayed his company into $40 million of public stock wanted to reduce his estate tax liabilities and protect his assets from litigation.

 

Through various trusts both on-shore as well as offshore, Brighton Advisory Group protected $35 million of the $40 million from possible future litigation.

 

At the same time, Brighton Advisory Group took his estate tax exposure on an estate of $40 million and reduced it down to $23 million.

 

(Savings $10,000,000 to $15,000,000)

Free Consultation

5704 Lindley Ave, Encino CA, 91316

info@brightonadvisory.com  /  Tel. 818.342.9950