Over the years there have been many changes in the family and business protection, tax planning and estate planning fields. One thing that has remained a constant, however, is a lack of integration between the various tools and vehicles used to attain goals. There is also a continued lack of communication between the various disciplines and practitioners associated with these fields.
This has proven to be a particular disadvantage for high net worth individuals and business owners because they typically possess a level of wealth that makes them attractive targets to predators.
I created Sage Capital Advisors, Inc. to address this lack of integration. Our team of experienced specialists, together with our global network of leading attorneys, certified public accountants and other financial professionals, can bring together all of the resources available to provide you with a powerful, integrated and coherent strategy.
We develop customized strategies that can preserve and grow your assets to a degree and in a manner that traditional planning simply cannot match.
Therefore, we enable our clients to take full advantage of the wide range of strategies, services and tools currently available to grow, protect and enhance their wealth.