Avant Financial Brochure - Printable Version
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Avant Financial Brochure - Printable Version

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Avant Financial Brochure - Printable Version Avant Financial Brochure - Printable Version Document Transcript

  • AVANTTrusted Strategy. ElEvating WEalth ManagEMEnt to an art ForM
  • about us our advantagE AVANT Financial, LLC (AVANT) is a premier independent provider of strategic Provenance is of great importance and value for an object of fine art. Your family estate planning, trust administration, and family office services. We offer a history, including important events and relationships, defines you. We take the time to comprehensive suite of legal, tax, accounting and administration services all get to know you, and tailor our services to suit your circumstances. under one roof. Proactive Approach. Our unique commitment to your family is to monitor your wealth Families who want to preserve, protect, and transfer wealth must rely upon strategies to identify potential opportunities and issues. complex wealth strategies: tax, estate planning, charitable, risk management (e.g. liquidity, insurance, prenuptial) business succession and investment Objective Advice. At AVANT, we accept no commissions and sell no products. Our strategies. advice is objective and aligned with your family goals. At AVANT, our passion is creating innovative wealth strategies that help Teamwork Sensibility. At our core, we believe you get the best advice with a diverse families protect and pass along wealth in a manner that minimizes taxes and team of advisors each with a depth of special expertise. positively impacts the lives of all generations. Advanced Technology. Our advanced technology capabilities enhance accuracy, For over 15 years, our legal, tax and accounting professionals have worked efficiency, and communication. exclusively with high net worth families and their related entities. We are the best at what we do: planning and managing complex family transactions, Multi-Disciplinary Expertise. Our professionals are both CPAs and attorneys. This family trusts, family investment partnerships, business succession plans, unique experience drives our full-service approach and comprehensive suite of services. insurance structures, charitable trusts, and nonprofits. Vision Orchestrate
  • advancEd stratEgy dEsign and ModEling lEgal support Dancers move with agility, balance and stamina. Every movement is deliberate Just as every great work of art must be protected and preserved, your and well-defined. At AVANT, we approach your estate planning with the same assets need maximum protection. High net worth families worry about technical precision. creditors, tax rates, IRS challenges, inspiring and mentoring the next generation, and the sustainability of their wealth. Our legal services can Once we understand your financial and family goals, we translate those goals help your family get the protection you need. into a unique vision for your family. We then compose and present a strategic plan around that vision. We outline the pros and cons of each plan component, Very few estate planners have truly mastered the art of advanced wealth and provide custom illustrations with projected financial and family benefits. preservation, protection and transfer strategies. Our strategic experts Your plan is tailored for specific assets, and includes detailed cash flow provide additional technical support and oversight in these areas. projections and estimated tax benefits. A reflection of our commitment to teamwork and practice excellence, we We can help you understand which strategies are suitable for: special assets like are an outsourcing or “back office” partner for family offices, attorneys and partnership interests, real estate, business interests, and art; tax minimization; accountants. and charitable intent. AVANT can provide optional drafting assistance for any family transaction, Our library of presentations on almost any estate planning strategy is a useful family trust, family investment partnership, or charitable entity. Or, we can resource for family and advisor education. simply do a final review to make certain everything is in order. Precision Guarded
  • coMpliancE and adMinistration sErvicEs trust adMinistration A great work of art can become a family heirloom to be enjoyed by many future We help families manage all the administrative details of family and charitable trusts. We are generations. At AVANT, we help your family and its many generations enjoy your particularly helpful to families who have members serving as individual Trustees over complex family or charitable trusts. Your family has the comfort of being in control as Trustee, while we perform all wealth by taking care of the day-to-day details of wealth management and self- the day-to-day administrative tasks for you. trusteeship. Some of the Trusts we administer are: Once your wealth strategy is in place, it must be carefully monitored. Many well- Grantor Retained Annuity Trusts Intentional Grantor Trusts Charitable Remainder Trusts, Charitable Lead Trusts Qualified Personal Residence Trusts Dynasty (Generation-Skipping) Trusts conceived plans have been ruined by an error on a tax return, a failure to comply Total Return Trusts “Crummey”(Annual Exclusion) Trusts Insurance Trusts with the technical and practical requirements of the plan, or a failure to keep up-to- Revocable Trusts date with changes in the law. Administration Services Income and gift tax filings Portfolio reporting Trust accounting income computations Tax law changes, state law changes, and judicial activity can dramatically impact the Outside valuations Financial statements Expenses & Beneficiary distributions actual benefits of any wealth strategy. We are committed to staying up-to-date on Investment records Grantor to Trust transactions (e.g. loans) case law and pending legislation so your strategy is protected and performs. Our website is updated regularly with legislative and judicial activity potentially affecting We offer a secure web-based platform for family and advisor access to trust information, including electronic document storage, file sharing and daily aggregated trust portfolio values and cash your wealth strategy. transactions. We have the expertise and technology to oversee all of the necessary administration Administration Fees Asset Values at 1/1 Fee Estimate activities of your family transaction, family trust, family investment partnership, or Minimum annual fee for most entities is $3,500. Fees (on a Per Entity Basis) computed annually, charged quarterly. Please review First $1,000,000 .35% charitable entity. Future our Administration Agreement on our website for a Next $4,000,000 .20% complete list of services provided. Our fees are fixed Over $5,000,000 .10% after we obtain a thorough understanding of the complexity of the structure and investments, and the extent of the services requested. Generations Initial Year Set-Up Fee for meetings, document review and web access $500 - $1,000
  • FaMily invEstMEnt partnErships Foundation ManagEMEnt For many families, the strategy used for transferring investment assets to family members outright or Many families who want to form a family foundation are intimidated by the administrative duties. in trust, is a family limited partnership (or limited liability company). We help families manage all the Private foundations offer the most family control, and can be tremendously flexible vehicles. Private details of partnership (or LLC) transactions and operating and investment activities. foundations often operate like a business, employing family members and mentoring younger generations. Administrative Services State annual reports State & Federal tax returns Business records We help families form and operate scalable family foundations, through our expertise and advanced Partnership accounting Portfolio reporting Financial statements technology platform. We also help administer other nonprofit organizations. Investment records Ownership transfers Outside valuations Administration Services We offer a secure web-based platform for family and advisor access to partnership information, Grants management Nonprofit due diligence Family meetings including electronic document storage, file sharing and daily aggregated portfolio values and cash Board meetings /Governance Tax & AG filings Distributions transactions. Expenditure responsibility Portfolio reporting Financial statements Administrative Fees Asset Values at 1/1 Fee Estimate We offer a secure web-based platform for family and advisor access to foundation information , Minimum annual fee for most entities is $3,500. Fees (on a Per Entity Basis) including electronic document storage, file sharing and daily aggregated portfolio values and cash computed annually, charged quarterly. Please review First $1,000,000 .35% transactions. our Administration Agreement on our website for a Next $4,000,000 .20% complete list of services provided. Our fees are fixed after Over $5,000,000 .10% Administration Fees Asset Values at 1/1 Fee Estimate we obtain a thorough understanding of the complexity Minimum annual fee $4,000. Fees computed annually, (on a Per Entity Basis) of the structure and investments, and the extent of the services requested. charged quarterly. Please review our Administration First $1,000,000 .40% Agreement on our website for a complete list of services Next $4,000,000 .20% Initial Year Set-Up Fee for meetings, document review, and web access $500 - $1,000 provided. Our fees are fixed after we obtain a thorough Over $5,000,000 .15% understanding of the complexity of the structure and investments, and the extent of the services requested. Initial Year Set-Up Fee for meetings, document review, and web access $500 - $1,000 To find out more about our capabilities, please visit our website at www.avantadvisors.com
  • FaMily oFFicE sErvicEs about our FoundEr Just as a symphony needs a conductor to direct a talented group of musicians, every ultra high net Elyse W. Germack is a Florida native, who has lived in Chicago, and now resides in worth family needs a coordinator to organize family financial affairs and lead a specialized team of Birmingham, Michigan. Elyse attended Auburn University, graduating with a B.S. wealth advisors. For families with a net worth in excess of $20 million, AVANT is a viable, scalable multi- family office solution. in Accounting. She then transferred to University of Florida to earn a Masters in Taxation. Elyse later earned a law degree at Chicago-Kent. Our primary family office services goal is to make it easier and more efficient for your family to interact with your third party network of advisors through data management and team leadership. In addition to all of the planning and administration services herein, we offer the following family office services to Over the past fifteen years, Elyse has served exclusively as a legal, tax and family families with significant wealth management needs: office advisor to high net worth families and their related entities, including Family Office Services closely-held businesses, real estate and investment partnerships, family trusts, • Communications coordinator for family wealth advisors charitable trusts, and nonprofits. Elyse is a CPA, licensed in Illinois and Michigan • Gatekeeper for third party solicitations and an Attorney, licensed in Illinois and Michigan. Her professional experience • Bookkeeping • Tax document assembly includes positions as Senior Tax Manager at KPMG, Financial Planning Director in • Investment recordkeeping Private Client Services at Bank One, and Senior Attorney at Miller Canfield. • Consolidated net worth reporting • Risk management • Property management Family Office Fees Please contact us for a custom quote, based upon your level of desired service. AVANT 261 E. Maple road, suite 200 l birmingham, Michigan 48009 248-594-3011 p l 248-203-2627 F l germack@avantadvisors.com www.avantadvisors.com