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Design Your Exit Strategy To propel All Your Desires.
$375 Mil+
Income and Capital Gains tax savings identified in 2023
2023
Five Star Wealth Manager
Rankings developed by Five Star Wealth Mgr’ magazine using proprietary algorithm. Awarded 6/01/22 for data as of 1/01/22. Sabur PWM paid no application fee to participate.
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Design Your Path to Financial Freedom
Advanced Tax and cash flow strategies for exit planning.
TAX MINIMIZATION STRATEGIES
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Pre-Transaction Planning: Business advisory and capital gains tax strategies to help prepare you, your family, and business for a successful exit.
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Exit Strategies: Tax and estate planning strategies for your liquidity event, business exit, initial public offering, acquisition, and succession planning.
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Tax Efficient Portfolios: Personalized wealth management, charitable planning, and asset allocation for your specific wealth objectives, risk tolerance, and future plans.
CASH FLOW STRATEGIES
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Paycheck Replacement: Create cash flow regardless of market, economic, or interest rate cycle.
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Disruptive Innovations: Consider private investments and industries that are likely to grow exponentially.
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Diversification: Your portfolio is key to creating an income stream that sustains financial independence.
Family Office for Entrepreneurs
You face unique planning challenges.
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Be The Driver of Your Financial World
Strategizing the resources you need. DESIGN
financial independence Your Way! PLAN
Your next venture and create your legacy. RE-CAPTURE
Your time and maximize your lifestyle.