Salient Consulting Group's private wealth services are designed for clients with assets between $20 million and $500 million. We will work with you to determine the correct strategy based on your values and goals, working with you and your family continually.
Affluent families have been achieving substantial reduction to their future estate tax bills for years. We implement techniques designed to transfer virtually an unlimited amount of assets through multiple generations while avoiding estate taxes, gift taxes, creditors and divorce.
Our approach to wealth management relies on core principles developed and tested since the inception of our firm. We use a disciplined, multi-step approach to regularly assess your evolving needs and market events to help ensure your investment plan is meeting your specific goals and objectives.
The Family Income Trust is an irrevocable trust designed to provide maximum flexibility for trustee and family members, while offering the greatest allowable accessibility to the trust corpus and deferring estate taxation for over 100 years.