Advanced Estate Case: Dynasty Trust, MSO, No Gift Tax
How a $400M Business Owner Used a C-Corp MSO and Split-Dollar Strategy to Build a Dynasty Trust—With No Gift Tax, No Estate Inclusion, and Audit-Defensible Results The Situation A first-generation entrepreneur (Gen 1) built a thriving private business valued at $200 million, with a total net worth over $400 million. With four children and no […]
MSOs vs. Family Offices: What’s the Difference—And Which One Is Right for You?
How business owners can structure operations and wealth for tax efficiency, asset protection, and long-term legacy. As successful entrepreneurs reach new levels of income, complexity, and opportunity, the conversation inevitably shifts from “How do I run the business?” to “How do I protect it—and what’s next?” At this inflection point, two powerful structuring tools emerge: […]