Catalyst Solutions Group

“If you asked our clients, they would say we specialize in one of three areas. First, ultra-high net worth families who are concerned with how they will transfer everything they’ve built to their children, grandchildren, or charities. That could be frustration with estate taxes, worry over complex family situations, or taxes to be paid on illiquid assets. Second, successful entrepreneurs and business owners who are uncertain about their succession plan, what happens if one of their partners or key employes dies or gets disabled, or in a competitive work environment, that they are doing everything possible to retain their highest compensated employees. Lastly, high-income households, often referred to as the emerging affluent, are worried that they have enough life insurance, disability insurance, or capacity to save enough tax efficiently for retirement through their employer.”