Yea, at $65M you're probably going to have at least a trust. Much more complex than the < $5M situation asked about.$65M?
I suspect it gets harder for the 2nd and 3rd generation. But reducing complexity definitely has value.
< $5 million doesn't call for a very complex solution though IMHO. How many trusts and entities can one really be dealing with at that level of wealth? Most with less than $5 million don't have a ton of entities and trusts etc.
Statistics: Posted by White Coat Investor — Tue Mar 04, 2025 11:24 pm