Salient Consulting Group's private wealth services are designed for clients with assets between $20 million and $500 million. We will work with you to determine the correct strategy based on your values and goals, working with you and your family continually.
Affluent families have been achieving substantial reduction to their future estate tax bills for years. We implement techniques designed to transfer virtually an unlimited amount of assets through multiple generations while avoiding estate taxes, gift taxes, creditors and divorce.
Our approach to wealth management relies on core principles developed and tested since the inception of our firm. We use a disciplined, multi-step approach to regularly assess your evolving needs and market events to help ensure your investment plan is meeting your specific goals and objectives.
The Family Income Trust is an irrevocable trust designed to provide maximum flexibility for trustee and family members, while offering the greatest allowable accessibility to the trust corpus and deferring estate taxation for over 100 years.
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: California, Florida, Idaho, Massachusetts, Michigan, Nevada, New York, Oregon, Texas, Utah
California Insurance License #0B09390
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.