Estate & Succession Case Studies

Estate planning and business succession case studies. Trust structures, tax-optimized transfers, and multigenerational wealth strategies for HNW families.

70 case studies

Cross-Border Inheritance: 25% Reduction in UK Inheritance Tax

Simplify cross-border inheritance planning with our expert guidance. Minimize taxes and ensure seamless asset transfer between the US and UK.

Diana Rossi: $340K Estate Tax Savings Through Strategic Gifting

Learn how strategic gifting reduced a client's estate tax burden by $340,000, ensuring more assets passed to their beneficiaries. Rossi Family Office Services case study.

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Discover how a Family Limited Partnership facilitated a 15% growth in assets while providing creditor protection. Rossi Family Office Services insight.

Estate & Succession Case Studies

Cross-Border Inheritance: 25% Reduction in UK Inheritance Tax

Diana Rossi: $340K Estate Tax Savings Through Strategic Gifting

Diana Rossi: 15% Growth via Family Limited Partnership

Diana Rossi: 40% Faster Onboarding for Multi-State Estate Plan

Digital Asset Inheritance: Secure Transfer Protocol for $5M Portfolio

Digital Asset Planning: Secure Transfer of Cryptocurrency Portfolio

Dynasty Trust: Protecting Assets Across Four Generations

Eliminating Federal Estate Taxes: $15M Estate Structuring

Estate Tax Minimization: $1 Million Increase in Tax-Free Transfers

Family Business Succession: 100% Leadership Continuity

Family Governance Charter: $50M Family Office Harmony

Family Governance Charter: 100% Consensus for $50M Office