56-year old GC owner sells his company, netting $50m. Goals include purchasing a jet and establishing a charitable foundation.
Diagrid Group conducts assessment of private aviation needs and brings in philanthropic advisor to assist with charitable objectives. Client ultimately decides to purchase half-share of private jet, saving $5m+, and establish a Donor-Advised Fund to minimize costs and administration while achieving the same charitable goals and tax savings.
Stress testing uncovers additional asset protection needs and estate tax planning opportunities. Diagrid Group links client with private wealth attorney to establish a Family Limited Partnership and several trusts to mitigate liabilities and estate taxes.