Florida Owner/Operator Real Estate Family Case Study
$100MM Net Worth | Florida | IDGT + Liquidity Planning The Snapshot Who: Balance Sheet Reality: Estate Planning Status: Planning Assumption: The Core Issue On paper, the estate plan “existed.” In practice, it was incomplete. The family wasn’t under-planned — they were under-engineered. The Strategy IDGT + Insurance Liquidity Architecture 1. Intentionally Defective Grantor Trust (IDGT) […]
Founder Liquidity & Generational Capital Planning, A Case Study
Overview A successful founder had built a highly valuable operating company over more than two decades. The business had grown into the family’s primary source of wealth, with the majority of the founder’s net worth tied directly to the company. As the business continued to expand, the founder began asking a set of broader questions: […]
Multigenerational Family Business Case Study
Medical Device Company, ~$40MM annual revenue | 25 employees Client Snapshot Founders: Husband & Wife, mid-50s Children: Business: Privately held medical device company Scale: ~$40MM annual revenue | 25 employees Balance Sheet Reality: The majority of the family’s net worth is concentrated in the operating business The Situation The founder built a successful medical device company over the […]
