Serving as a resource to well-educated and experienced advisors, we continuously identify and evaluate various planning strategies and areas of interest. We then provide direct support and education and/or access to industry professionals to enhance the value and services these advisors bring to their clients.
Our advanced planning strategies are designed to be an executive summary overview of sophisticated techniques and structures that accomplish specific planning objectives. They are an easy way to become aware of how to help accomplish specific client objectives. We provide both legal and accounting experience and resources in support of each of the planning strategies to bring the highest level of experience into the planning team.
We offer informational webinars for CPAs and Attorneys to better understand the planning strategies we support. Our personal online webinars and consultations cover in-depth tax and advanced planning strategies provided through an interactive discussion including specific case studies.
We provide an overview of various strategies with a specific focus on mitigating Income, Capital Gains and Estate Taxes
This is a unique discriminatory income tax mitigation strategy for the business owner
We provide an overview of several structures that can mitigate and even eliminate capital gains tax on the sale of business interests and other low basis assets.
We provide an overview of ways to reduce estate and gift transfer taxes for family wealth preservation and asset protection.
Join us for an ESOP 101 seminar, which can help you better to understand the benefits of using an ESOP for business succession and capital gains tax deferral.
We offer an overview of various structures to attract and retain key management, provide for buy/sell planning through partnerships structures, as well as unique deferred compensation plan designs.
We provide you with tax planning opportunities for generational wealth transfer, capital gains mitigation and income tax planning for foreign nationals as well as US citizens.
As a service to our advisor network, we offer professional services on a consultative basis and are often asked to provide a second opinion for CPAs, accountants, and attorneys.
We work with the clients of CPAs, attorneys and other advisors to provide comprehensive reviews of existing investment portfolios using the industry’s most comprehensive technology.
Often times, CPAs and attorneys are asked by their clients for opinions on what other wealth management advisors recommend. When necessary, we can provide objective second opinions in a variety of circumstances.
Through our Advantage 401k Program, we complete a full review of a company's ERISA retirement plan, paying particular attention to the fiduciary responsibilities of the company sponsor.
We work with an external team of established valuation and secondary market professionals to assist individuals and other advisors in determining the value of life insurance policies if maintained by its owners, surrendered or sold in the secondary market.
Within a comprehensive plan, life insurance can be an important asset and play a crucial role in accomplishing specific planning objectives. Furthermore, trust owned life insurance is also considered an “asset” under the Prudent Investors Act and subject to the same due diligence and oversight as an investment manager. Therefore, we have designed a fiduciary review process our affiliated advisors can offer their clients to enhance the value they provide.
For many of our clients their business is the foundation of their wealth. Businesses provide unique planning opportunities for their owners as well as challenges. lagos wealth advisors works closely with our client’s advisory team to design, implement and manage:
Our comprehensive suite of services provides our clients with an opportunity to coordinate their wealth management needs through one organization.
By focusing on our client’s objectives Lagos Wealth Advisors works directly with our clients CPA and legal team to design, implement and manage the plan aimed for building, protecting and perpetuating their wealth. Our services for individual families include:
The creative use of insurance products is often the foundation for our client’s personal, business and wealth transfer planning.
In today’s litigious society incorporating asset protection planning into ones financial plan is even more important to safeguard your wealth.
High net worth families face similar challenges when it comes to protecting and perpetuating their legacy.
Our Investment Strategies Group researches and analyzes hundreds of options to assemble a range of solutions.
Proper investment policy and product diversification is paramount to the foundation of your successful retirement years.
Please note: bulletins that were published prior to April 2022 were published under the supervision of our previous broker/dealer
Please note: planning strategies that were published prior to April 2022 were published under the supervision of our previous broker/dealer
Have questions? Want to learn more? Drop us a note below and we'll be sure to get back to you by the end of the next business day.