Wealth Transfer

A hugh transfer of wealth has already begun.

$16 trillion of ultra-high net worth (UHNW) individual’s wealth will be passed on to the next generation. If not done properly, up to half this amount will go to tax collectors.

Ensure your wealth will be passed onto your heirs as you intended and stay in your family for generations to come.

Testimonial

“It’s important to understand what taxes can do to the value of one’s assets. It can significantly erode the value of what you worked hard for all your life and would like to leave for your kids future generations. In my situation, JSA was able develop a plan to mitigate my tax liability, keeping the value of my assets intact. I’m a steward of wealth transfer, rather than the victim of tax erosion.”

Tom / Successful Business Owner