Estate & Succession Case Studies

Discover how Rossi Family Office Services facilitated a seamless dental practice succession, achieving a 98% staff and patient retention rate. Read the case study.

Avoid costly probate delays with our comprehensive estate planning services. Ensure a smooth and efficient transfer of assets to your loved ones.

Learn how Precision Financial Group optimized beneficiary designations, resulting in $75K in annual tax savings for a high-net-worth family.

Learn how strategic beneficiary designations led to a 23% increase in the efficiency of a client's charitable giving plan.

See how Precision Financial Group facilitated a business succession plan that retained 95% of employees after a leadership change.

Discover how Precision Financial Group optimized a buy-sell agreement, resulting in a 20% increase in business valuation.

See how Precision Financial Group used a CRT to generate a $100K income tax deduction while supporting a client's favorite charity.

Learn how a Charitable Remainder Trust (CRT) provided an $80,000 income tax deduction while supporting the client's philanthropic goals.

Learn how strategic cross-border estate planning optimized taxes by $250,000 for a client with dual citizenship. Rossi Family Office Services case study.