Successful entrepreneurs, executives and professionals accumulate wealth but often have little experience in how to manage or transfer that wealth to their families, or turn success into lasting significance.
With continual changes in tax laws and regulations, and in the wake of a global financial crisis, high net worth families need to revisit their estate plans and the assumptions behind financial decisions made. Experts in developing the "Zero Estate Tax Plan," the professionals at IFWC harness the philanthropic tax code for the benefit of donors & donor supported organizations… aligning the decisions of head, heart & wallet.
