What the Ultra-Wealthy Are Doing to Protect Their Legacy in 2025
Download our private guide to the advanced tax, trust, and governance strategies used by families with $10M+ in assets.
You’ve built significant wealth. Now comes the hard part: protecting it.Generic financial advice doesn’t cut it once your assets hit eight figures. This guide reveals strategies UHNW families use to:
- Minimize estate and capital gains taxes
- Transfer wealth without giving up control
- Align planning with their family’s values
What You'll Learn
SLATs, GRATs, and IDGTs to reduce estate tax
How to use DSTs, 1031s, and CRTs to defer or eliminate capital gains
Family Constitutions and governance models
Mistakes UHNW families often miss
Who This Is For?This guide is best for families who:
- Own a business or real estate worth $10M+
- Are preparing for a liquidity event or succession
- Want to protect values and wealth across generations
About the Author:Cameron Hunt, CFA, CFP, CPWA, MBA is a fiduciary wealth advisor working exclusively with complex, high-net-worth families. With nearly 16 years of experience in investment management, he specializes in coordinating tax, legal, and investment strategy across generations.
Schedule a Private Wealth Strategy CallWant personalized guidance?Book a 30-minute confidential strategy call to:
- Uncover hidden tax opportunities
- Evaluate trust and legacy risks
- Align your plan with your valuesSchedule Now →
