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Family Wealth Transfer Planning

The Strulowitz Group’s goal is to create, preserve and protect family wealth for our clients. We create and develop tailor-made solutions, and provide an extraordinary amount of personal service, using advanced planning structures such as:

  • Wills and Trusts
  • Sophisticated Life Insurance Planning and Funding Strategies
  • Asset Protection Planning
  • Restructure and Titling of Assets
  • Grantor Retained Annuity Trusts
  • Family Limited Partnerships
  • Retirement Planning Strategies
  • Charitable Giving Techniques