Turning Business Success into Family Wealth Tax Efficiently
Автор: JMac - Wealth Preservation Solutions
Загружено: 2026-02-03
Просмотров: 10
Описание:
Business Success and Business Exits. Most business owners think the wealth game ends at the exit.
That’s wrong.
The exit is where the real game begins.
Because once liquidity hits, the opponent isn’t the market anymore.
It’s taxation.
In this video, I break down:
• Why taxes quietly destroy compounding after success
• Why structure matters more than returns
• The difference between investments and the “container” that holds them
• How advanced tools like PPLI and PPVA help sophisticated families reduce tax drag and protect legacy
Same strategy. Same returns.
Completely different outcome — depending on how it’s structured.
Watch the full session to understand how eight- and nine-figure families engineer wealth after the exit.
Learn more at https://www.studemontgroup.com/
🌐 Partner
Pinney Insurance: https://pinneyinsurance.com
📩 Questions or follow-up: [email protected]
#wealthplanning #taxstrategy #businessowners #legacyplanning #ppli #ultrahighnetworth
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