Wealth Planning
Passing Down your Legacy
When discussing estate planning with your family members, do you often come to an impasse? No matter how much money you're looking to pass down to your children, all you want is to gift them with your earthly possessions and family legacy.
You may have hired a financial planner to sort out the complex details. But somehow, you still feel stuck. Many difficulties arise during the process, including a lengthy, expensive estate administration process, legal battles by heirs, unnecessarily high spending on estate taxes, and the possibility that the beneficiaries may be fiscally irresponsible and may have no help with keeping the inheritance intact. All these problems are preventing everyone from sitting down and reaching a meaningful resolution.
Sometimes, you may wonder if the family would ever agree on estate planning at all… and it feels that time is running out.
But being able to clear up misunderstandings and communication impasse can open up so many doors. When that's done, you can suddenly move on and pass on your family's wealth and tradition.
Our Unique Approach
There is no time to lose when it comes to removing those communication obstacles. We at Universal Prime have a unique approach that no other financial planners or family counselors offer.
We have created a unique, ground-breaking approach and unprecedented tools to address those tricky but crucial issues that tear families apart.
We help families like yours effectively get together as a unit, heal all existing emotional rifts, and create lasting transformations, enabling your family legacy to be successfully passed on.
Our Mission
As the leader of your family business, we understand that you have a burning desire to complete your life mission--not only that of passing down your hard-earned wealth but, most importantly, the reputation you have built through your life's work. We know that it is your family legacy that is at stake. We at Universal Prime Group can help you complete your life mission in the most satisfying way possible through a unique approach of combining smart wealth management with an emotional healing technique. We want you to look back on your life with a sense of pride and without any regrets.
Legacy Planning Solutions
We offer several creative options to optimize the growth of your wealth and how it is distributed, including:
Setting up an offshore trust with attorneys monitoring the funds on your behalf:
- Establishing "family offices," which will allow you to have more control over how you handle and monitor your own funds; and
- Purchasing life insurance, a little-known tool that can be used not only for financial protection upon death but also for growing your wealth when you are alive.
We also incorporate emotional counseling when necessary:
- We will help your family members see beyond the veil of material wealth so that they will truly understand the love and value you have devoted to your life-long endeavors.
- We will help you close the emotional gap with your offspring so that you will not only feel relieved that your financial legacy is passed on but, most important, your love continues to live and expand through your family.