Providing for Business and Family
Cash Flow Planning for the Ultra Wealthy involves the creation of multiple strategies to manage layers of risks and liabilities. Planning Network Partners works with Trusted Advisors — experienced in fields of finance from tax code to life insurance to creative financing solutions — to help their High Net Worth clients benefit from the varied mechanisms that can deliver, the ability to retain key employees, provide for transition upon death or disability of a company owner, and protect assets.
Lenders, tax and legal specialists engage in hierarchical assessment to manage risks and fund liabilities.
Financing Life Insurance
Through creative financing, access solutions to mitigate liabilities.
Preparing for the Unknown
Multiple strategies can be used to ensure that your client's business and family all have the funds they need for unforeseen events.