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Kozusko Harris Vetter Wareh LLP


Wealth Strategies

¨    Control v. ownership.   Success can be achieved by controlling wealth, not only by owning and consuming it. Trusts and charitable foundations are perfect examples of controlling assets without ownership when they are properly structured.  The concept of control without ownership is difficult to appreciate, particularly without the benefit of prior personal experience, but we believe it is essential to creative, tax-efficient wealth management.   Details
 

  

 

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