REMEMBER:
UNCLE SAM IS A 40% EQUITY OWNER IN YOUR ESTATE ABOVE THE EXEMPTION LIMITS!
WE CAN HELP YOU IN (2) DISTINCT WAYS
I.
ESTATE TAX
MITIGATION:
KEY FACTS:
(1) U.S. Debt Levels & Spending
Are at Nightmare Proportions.
(2) Large Estate Tax Liabilities Can Derail Plans for Your Heirs & Legacy.
NOT TO WORRY!
Are you 35-65 years old with a Net Worth above $5 Million?
You Can Potentially Offset Estate Tax Liabilities while Creating Tax-Free Income.
Watch to Learn More:
II.
ESTATE PLANNING COORDINATION:
ESTATE PLANNING COORDINATION:
When building out a team to best serve your personal and financial interests, it can be a lot of moving parts to manage.
THAT'S WHERE WE COME IN!
We help you to ensure that every professional you rely upon for guidance is providing it in concert with one another.
Consider Peristyle as a personal Chief Operating Officer (COO), tirelessly working on your behalf to keep everyone on the same page in serving your best interests to preserve your legacy.
Partnering w/Peristyle:
ALWAYS HERE
FOR YOU
Your time is limited, invaluable, and not to be wasted.
When it comes to the ongoing monitoring of your progress towards goals, we're not of the "set it and forget it" mentality at Peristyle.
We pride ourselves on being deeply committed to looking out for you and your best interests.
DEFENSIVE
DISPOSITION
Your assets deserve thoughtfulness and care in how they are managed.
As such, we employ an investment philosophy built on the belief that "Defense Wins Championships."
To us, this means utilizing diversification, being flexible, and refining your game plan as markets and situations evolve.
ACADEMICALLY
QUALIFIED
You have high standards for yourself and those you work alongside.
That is why we view academic rigor, professional development, and keen organization as our essential pillars to add value to your life.
At Peristyle, we're not concerned about sales, we're concerned about results.
I. YOUR VALUES
Your values help define how you live your life and view your money.
Taking the time to understand your values is the first step we take with any new client because it helps to inform the guidance that you ultimately receive.
II. YOUR PRIORITIES
Your priorities are unique to your situation and change over time.
Once your values are clearly understood, we help you to assess your priorities. We then collaborate to address your most pressing needs in a manner that makes sense for you.
III. YOUR GOALS
Your goals are both tangible and intangible.
Whether you seek greater financial confidence or more clearly defined pathways towards your goals, you can expect a consultative and collaborative approach from Peristyle.
