SAM partners with clients to develop creative, tailored wealth management solutions to fulfill their missions and goals. The investment process we employ in portfolio management is guided by the principles of Modern Portfolio Theory (MPT). SAM utilizes a global strategic Asset Allocation model to construct portfolios around a core of index and enhanced index funds.
Many Financial Advisors are adept at Asset Management, but there are few Advisors who encompass the Advanced Planning experience and skills that successful families need from their Advisors. Stephen works with an expert team of professionals specializing in tax, legal and insurance services to define the best practices for a high-net-worth family's Wealth Plan.
Many Financial Advisors are adept at Asset Management, but there are few Advisors who encompass the Advanced Planning experience and skills that successful families need from their Advisors. Stephen works with an expert team of professionals specializing in tax, legal and insurance services to define the best practices for a high-net-worth family's Wealth Plan.
Services
Stephen's career spans three decades in financial services. He has broad experience with tax avoidance strategies that can help build client net worth. He believes Income and Capital Gains taxes are a serious impediment to wealth accumulation. For 16-years he has been a sought after speaker to Real Estate, Legal and, Accounting professionals on the 1031 Exchange opportunity and has helped clients properly structure their exchange.
Our investment process is guided by the principles of Modern Portfolio Theory (MPT). We utilize a global strategic Asset Allocation model to construct portfolios around a core of index and enhanced index funds. Below are sample reports displaying our performance. To legally publish performance figures, investment reports must be verified.
Did you know that taxes on high-value property can reach or exceed 35-40%? The Internal Revenue Code section 1031 affords property owners to defer/avoid capital gains taxes. Depending upon your circumstances, there are several ways to complete an IRC compliant 1031 Exchange. It is possible to create tax-free liquidity from a 1031 exchange with a Delaware Statutory Trust.
A completed 1031 exchange not only defers capital gain and depreciation recaptures taxes, it dramatically increases your buying power as well. The IRS allows you to defer your capital gain taxes because they view it as simply moving your costs basis from one qualifying property to another. It is important to understand how the underlying math can impact the value of your Replacement Property.
1031 Exchanges are an effective tax strategy used by savvy real estate investors for tax deferral, as part of wealth building and succession and estate planning. Delaware Statutory Trusts (DSTs) offer a compelling opportunity for investors looking to trade actively managed real estate property for a passive, potentially income-generating investment.
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