Experience comfort and confidence knowing your family's wealth is protected and passed on according to your wishes, all while working to minimize your taxes.
Who we serve Providing Tailored Solutions For High-Net-Worth Families
At Sagemark Consulting, our focus is on high-net-worth families and closely held business owners who value family, relationships, and community. These individuals often face estate tax challenges and seek straightforward, bottom-line solutions. With a specialization in working with clients who have substantial assets, we provide the clarity needed for quick, informed decision-making.
We pride ourselves on educating clients about their options. By presenting clear alternatives, we empower clients to make informed decisions for their families. Our role extends beyond advising; we are partners in helping you navigate complex financial landscapes.
How We Help Enjoy Your Hard-Earned Prosperity Without Worry
Through our client-focused services, we can help you to reduce estate taxes, manage generational wealth transfer, and safeguard assets for future generations.
Safeguarding your family's legacy with tailored strategies.
Estate Tax Reduction
Developing plans to help minimize tax liabilities on your estate.
Business Succession
Crafting seamless transition plans for business continuity.
Business Exit
Offering experienced advice on executive compensation and business growth.
About Us Boutique Planning With National Reach
As a high-end boutique planning firm, we offer personalized services without the stale sales pitch. With national coverage, our team includes experienced advisors like Barbara Phipps in Palm Beach, Florida; Tom Bulloch in Naples, Florida; Gary Katz in New York and New Jersey; and Paul Vann in Orange County, each bringing unique insights to our clients.
Through our core values, we strive to provide expertise in wealth transition analysis, particularly in the financial aspects of estate and business transfer planning for high-net-worth clients. We specialize in sophisticated financial modeling of complex tax and financial strategies, offering professional advisors and their clients insights into the financial impact of planning alternatives before implementation.
Integrity
We maintain transparency and honesty in all our dealings.
Determination
Our commitment to client success drives us to find innovative solutions.
Responsiveness
We promptly address client needs, adapting to their evolving circumstances
Understanding Your Estate: Critical Elements of an Estate Strategy
Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.
Insights Explore Our Knowledge Library
Explore our comprehensive suite of resources today and learn more about enhancing your financial well-being. With us, you can access valuable tools and insights that can help you achieve your financial goals.
Schedule an appointment with our experienced financial professionals to start building a roadmap towards financial security and prosperity for you and your loved ones.
