The secret to building lasting wealth isn’t just making money—it’s keeping it. In this eye-opening discussion, tax experts Harry and Armik from Charter International reveal sophisticated strategies used by the ultra-wealthy to protect profits and minimize tax exposure.

Starting with proper entity structuring for real estate holdings, they explain why multi-member LLCs provide both tax advantages and liability protection. Their three-tier strategy—holding companies, management companies, and lending companies—creates multiple layers of protection while maximizing legitimate deductions.

For investors seeking to defer capital gains, they go beyond the basics of 1031 exchanges, covering partial exchangesand the lesser-known reverse 1031 exchange when timing becomes crucial.

The conversation dives deeper into advanced wealth preservation tools:

• Deferred Sales Trusts – sell businesses without triggering immediate taxes
• Delaware Statutory Trusts (DSTs) – passive real estate investing with tax-deferred benefits
• Generation Skipping Trusts (GSTs) – transfer wealth to grandchildren while avoiding multiple rounds of estate tax
• Qualified Small Business Stock (QSBS) – potentially earn up to $10 million tax-free

What becomes abundantly clear is that timing is everything. These strategies require advance planning, not last-minute decisions. As one expert admits, "I wish you would have come to us a year ago" is a phrase they hear far too often.

With the tax landscape shifting, and major changes like the GST exemption reduction from nearly $14 million to $7 million, the urgency to act proactively has never been higher.

Whether you're a seasoned investor or just starting to build your portfolio, this strategic conversation shows how proactive tax planning can help you retain more wealth and protect your legacy.

Reach out for a consultation before your next big financial move—your future wealth depends on it.

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