56-year old GC owner sells his company, netting $50m. Goals include purchasing a jet and establishing a charitable foundation.
Diagrid Group conducts assessment of private aviation needs and brings in philanthropic advisor to assist with charitable objectives. Client ultimately decides to purchase half-share of private jet, saving $5m+, and establish a Donor-Advised Fund to minimize costs and administration while achieving the same charitable goals and tax savings.
Stress testing uncovers additional asset protection needs and estate tax planning opportunities. Diagrid Group links client with private wealth attorney to establish a Family Limited Partnership and several trusts to mitigate liabilities and estate taxes.
36-year old anticipates netting $25m from sale of software company. Goals include traveling with wife and three young children in short-term, making sure kids' college educations are paid for, and seeding a new startup with his business partner.
Diagrid Group introduces M&A advisor to facilitate sale of business, concierge travel team to plan and arrange family's dream vacation, and legal/tax counsel to advise on corporate structure for new business. Assists client with determining how much to invest in new venture without jeopardizing long-term financial plan, and introduces client to strategy of super-funding 529 plans without incurring gift taxes.
Stress testing reveals opportunity to fund Irrevocable Life Insurance Trust to enhance wealth transfer via tax-free growth outside of client's estate, mitigating future estate tax liability.
72-year old owner of manufacturing company wants to step away from business and transfer full ownership to his 40-yr old son, who currently serves as President. Also wants to ensure that his other three children are treated equitably, though none of them are interested in the business.
After conversations with patriarch and his trusted advisors to establish goals and discuss methods of transfer for tax and asset protection purposes, Diagrid Group calls in succession planning and family governance specialist to create open dialogue with adult children to prepare them for inheritance, establish guiding principles for the family, and take preventative steps against acrimony among heirs.
Additional stress testing uncovers need for specialized medical care. Diagrid Group introduces client to health insurance consultant and concierge medical practice to ensure he has 24/7 access to personalized care and emergency medical toolkit.
Case studies offered for illustrative purposes only. Specific outcomes may vary and are not guaranteed.