Leverage strategies play an integral part in preserving and transferring your family’s wealth.

  • Utilizing leverage strategies in estate planning can help preserve your legacy and create the efficient transfer of wealth.
  • The ability to access a range of customized credit solutions can be a vital part in the implementation and maintenance of your wealth plan.
  • Working with a credit specialist as part of your larger wealth management team may help you access capital to meet your immediate needs and provide more flexibility in funding loans.

Many successful individuals and prominent families do not realize the full benefits of strategic financing or leverage, especially when it comes to wealth and estate planning. In fact, an estate or succession plan that includes appropriate borrowing strategies can help preserve a family’s legacy and enable more efficient transfer of wealth from one generation to the next—and beyond.

Please see important disclosures at the end of the article.

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