Many forms of trusts exist with various benefits to accomplish certain goals. These entities can provide avenues for tax minimization, income splitting with individuals or a trust itself, and asset protection for current and future beneficiaries.
When contemplating various tax and investment options, few calculate the potential future outcome. Through in depth benefit cost analyses, one can create a priority schedule prior to the implementation of various options.
Traditionally this type of investing has only been accessible by endowment funds, pensions and institutional investors. Accessing these types of investments at the retail level creates an additional element of asset class diversification.
The ability to diversify traditional holdings through the pooling of commercial real estate properties.
By developing economies of scale, we can bring institutional type investing to the retail client.
Through every corporation’s Capital Dividend Account (CDA), options exist to flow money to the shareholder on a tax free basis.
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