Services

Wealth Preservation

For clients with larger estates, estate taxes can erode a significant percentage of the assets they have spent their lives building.

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Comprehensive Plan

Wealth Transfer Plan

This heavy tax burden can have many negative consequences. Many successful businesses cannot continue to the next generation. Banking relationships may become strained. Real estate holdings and closely held businesses may be sold at below market prices to generate cash to finance estate taxes. A comprehensive wealth transfer plan involves a number of areas that must be strategically coordinated to help prevent unnecessary taxes and other costs. These concerns include:

  • Source of funds to pay estate taxes
  • Illiquid asset preservation
  • Multi-generational family wealth planning
  • Leverage of lifetime gift tax exemptions
  • Estate equalization
  • Analysis of existing Split Dollar arrangements
  • Business continuity planning
  • Asset protection
  • Charitable planning


Specialized Experience in Large Life Insurance Placements




Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. BryanMark Group is independently owned and operated. BryanMark Group is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

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For important information related to M Securities, refer to the M Securities Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

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