Estate Planning
"We take immense pride in educating our clients and ensuring that every decision is made with their best interests in mind."
At Emerging Markets Global, we assess your estate, gift, and trust planning as part of a comprehensive and cohesive strategy.
Recognizing that life evolves, we acknowledge the importance of updating your overall estate planning and documentation to align with new circumstances. Through close collaboration with your attorney, we facilitate this process, ensuring your needs and expectations are met.
Our estate planning services include:
- Examining your wills, trust documents, and compiling an inventory of your assets and liabilities.
- Integrating tax-saving alternatives into both existing and new estate plans.
- Recognizing and addressing potential liquidity issues in the event of death or long-term disability.
- Offering a thorough business and family succession plan.
- Creating charitable or other gifting programs.
- Assessing the value of businesses and other assets for estate and gift tax planning and administration.
- Implementing strategies to minimize estate and gift taxes.
Contact us to discuss your estate planning needs.
How we customize your account
Customized
Portfolio
Active Management
Portfolio Management
Asset
Allocation
Initially, we assist in establishing crucial factors such as your time horizon, spending habits, risk tolerance, and your vision for the desired lifestyle for both yourself and your family. Armed with this essential roadmap, we assess your assets, compensation, and property ownership to construct a portfolio strategically designed to maximize tax benefits.
Subsequently, we handle all the intricacies, including the seamless process of opening and transferring your accounts, executing financial transactions, and managing the record-keeping aspects associated with overseeing your assets.
Our Services
Wealth Management
If you are unsure about your current financial standing, we can assist you in gaining a clear understanding of your current position and determining your future financial goals.
Financial Guidance
Our team of professional wealth Advisors assists you in crafting a personalized wealth strategy that aligns with your individual needs and goals.
Business Solutions
We offer professional services designed to assist in restructuring your company, enhance operational efficiency, and drive productivity and profitability.
SAVINGS SOLUTIONS
Our savings strategies encompass both our unique proprietary and third-party saving vehicles. Rest assured, your financial future is well-managed with our dedicated training and support.
Asset Management
We invest time to delve beyond your portfolio, engaging with you to understand your needs, desires, and aspirations. By doing so, we equip you for the opportunities that lie ahead.
Retirement Strategy
Retirement brings changes to your routine, income, and taxes. Discover how you can maximize your pension to live the lifestyle you've earned.
OUR TEAM
We're inherently strategic, consistently exploring beyond conventional boundaries to deliver our clients innovative and novel ideas.
OUR FOCUS
Emerging Markets Global takes charge of your finances, ensuring they don't control you. This translates to absolute peace of mind.
OUR APPROACH
As an independent, fee-only firm, we offer wealth advice with an unwavering commitment to our clients' best interests.
RESULT BASED
We concentrate on your distinct needs and exclusively advocate for the most favorable returns to maximize your wealth-building potential.