Category: Articles

One of the cornerstone goals of most financial plans for the successful entrepreneur is to eventually transfer some of the value of their life’s work and identity to the next generation without their wealth being unnecessarily eroded by the federal and/or state estate tax. Currently, this exemption sits at $11.58 million per individual or a combined $22m+ per couple, leaving only a small percentage of successful estates potential subject to this tax.

Combined with the ability to gift $30,000 annually (for married couples splitting gifts) to any number of defined beneficiaries without applying against the lifetime exemption, clients often forget the changing tides of the estate tax exemption may force them into a vastly differently situation down the line during times of legislative change….

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If holistic investment sounds good to you in principle, you will be pleased to know that the statistics show that it pays off.​

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As a high net worth individual, whether you consider yourself daring or conscientious, use these tips for financial planning. Make the most of your assets.​

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Discover the value of holistic planning and start building financial stability and security today.​

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Brix Partners is dedicated to our high net worth clients. We are not just high net worth insurance brokers, but rather an important partner in your wealth management. ​

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Your ultra high net worth estate planning will be in the hands of someone who understands what you want to achieve and can help you get there. ​

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When we talk about leaving legacies, we usually only think about the next generation. But what if you planned enough to create a legacy that continues for subsequent generations?​

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A legacy is more than a financial inheritance. Leaving your legacy is also about passing on your values and vision.​

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Holistic wealth management allows you to discover what matters most to you rather than what other people think you should value.​

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Our first year together begins with a detailed interview process: sixty-plus questions that cover everything except your financials. We learn about you.

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