The Unger Company knows exactly what it takes to protect assets and pass along ethics and employs the best and most-proven methods to make this happen. We enter the picture as the specialists charged with protecting a family’s financial legacy.
There’s a truth we’ve learned in serving families with substantial estates in planning their asset transition: The greater the value of the estate, the smaller the margin for error. We are focused on high net worth (HNW) and ultra-high net worth (UHNW) clients because these are such specialized groups who recognize the margin for error in planning such sizable asset transition is really zero.
Mistakes made for this income class can be incredibly expensive, and the consequences can be tragic. If not carefully planned, the expenses incurred can force a family that has planned to maintain a long-term legacy to liquidate those very assets – such as a business or family compound – to settle debts incurred due to wealth transfer.
There are so many factors to consider. There are federal tax implications, as well as state tax implications that vary greatly. There are 17 states that have either an estate tax, an inheritance tax or both! Helping families maintain a legacy built over a lifetime or several lifetimes is the type of specialized business that requires a lot of detail work. This is why The Unger Company Ltd. is the right choice.
