Families with significant assets in businesses, real estate, or other income producing investments want to be sure to pass wealth to heirs in a tax-efficient manner.
It’s a nice problem to have and we are here to help you thoroughly explore your options. In addition to expertise provided by your other professional advisors, we’ll make sure your thinking allows you to dot all of the i’s and cross all of the t’s, such as:
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WrapManager, Inc.
319 Miller Avenue
Mill Valley, CA 94941
Important Disclosure | Privacy Policy WrapManager, Inc., 319 Miller Avenue, Mill Valley, CA 94941 (800) 541-7774 toll-free | (415) 541-9760 fax | Click to email us © 2023 WrapManager, Inc. All Rights Reserved. WrapManager is an SEC-registered investment adviser. (1) qualified investors are those with $500K or more in investable assets