Estate planning is a critical aspect of financial management, especially if you are a high-net-worth individual. To optimize your financial legacy while complying with legal requirements, it is essential to consider tax-efficient strategies. By implementing effective high-net-worth estate planning techniques, you may minimize tax liabilities and ensure a smooth transition of wealth to future generations. Below, we will explore a comprehensive range of tips for tax-efficient estate planning that may help you maximize the preservation and distribution of your assets.
A wealth transfer plan can be a helpful tool in leaving assets to your loved ones and preparing your heirs for the practical and emotional aspects involved.
A wealth transfer plan can be a helpful tool in leaving assets to your loved ones and preparing your heirs for the practical and emotional aspects involved.
Paces Ferry’s Zach Morris joins The COO Roundtable
The COO Roundtable podcast features COOs and operations leaders from large RIAs around the country. Each episode is a discussion about operational and technology best practices, as well as general business strategy for the RIA industry.
Vince Crane, COO, CCO, and Partner of Flower City Capital, and Zach Morris, Managing Partner and Founder of Paces Ferry Wealth Advisors joined Matt Sonnen, Founder and CEO of PFI Advisors for an exciting 51st episode of The COO Roundtable.
Matt, Vince, and Zach chat about how, from Day 1, our guests have set in place systems and processes with future scalability in mind and much more including:
Each guest’s career path and how they became operations professionals
The pros and cons of a centralized back office vs a pod structure
Each firm’s ideal client and how that persona drives the services they offer
How each guest approaches their firm’s “next hire”
How each guest shapes their firm’s culture
Listen to the full episode here or read the full transcript:
COO Roundtable - PFI Advisors
The COO Roundtable podcast features Chief Operations Officers and operations leaders from large RIAs around the country.
Before deciding if a Roth conversion is right for you, there are some key factors to consider such as how it may impact your current and future tax strategy.
Paces Ferry’s Zach Morris Quoted in Investment News Regarding the Housing Market and Retirees
What Does the Cooler Housing Market Mean for Retirees Who Want to Cash In?
Investment News recently published an article addressing challenges that the cooler housing market may place on some retirees looking to cash in on their home equity. Paces Ferry managing partner and founder Zach Morris is quoted toward the end of the article, which concludes on a note of optimism. Read on for a brief synopsis and be sure to read the full article here for all the details.
Join us in welcoming the newest member to the Paces Ferry Wealth Team, Thomas Mirth!
Paces Ferry Wealth Advisors is excited to announce the newest addition to our team, Thomas Mirth, who has recently joined us as a Client Service Associate.
Thomas joined the Paces Ferry team in February of 2023, coming from the Culverhouse College of Business at the University of Alabama with a B.S. in Finance and a minor in American Studies. At The Capstone, he was a member of the Honors College and graduated Cum Laude. While attending college, Thomas was a founder and president of the Theta Xi Fraternity at UA. He was also a volunteer for the Alabama Adapted Athletics Program and a member of the Alabama Insurance Society.
Thomas is now working towards his CFP while also earning his M.S. in Consumer Sciences with a concentration in Family Financial Planning and Counseling. Thomas harkens back to his experience from three former Registered Investment Advisors with his roles ranging from financial planning to investment management research and international client service.
Previously, Thomas lived abroad in Bonn, Germany where he gained an appreciation and passion for history, culture, and travel. Thomas currently lives in the southern portion of Buckhead and enjoys exploring all Atlanta has to offer.
About Paces Ferry Wealth Advisors
About Us Clients are at the center of everything we do. We succeed only when our clients are happy — when goals are met and they are down their path to financial freedom. We honor our fiduciary duty above all. We practice transparency and full disclosure and foster the highest level of two-way communication. […]
Paces Ferry Wealth Advisors, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.
