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On behalf of Salient Wealth Planning Group, we are proud to announce John Schlatter was listed as a Five Star Wealth Manager* as seen in Los Angeles Magazine. This marked the sixth year in a row John had been honored with this recognition.
*FIVE STAR award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013-2018 Five Star Wealth Managers. For more information see: www.fivestarprofessional.com.
Private Wealth Services
Salient Wealth Planning Group's private wealth services are designed for clients with assets between $20 million and $500 million. We will work with you to determine the correct strategy based on your values and goals, working with you and your family continually.
Intergenerational Wealth Transfers
Affluent families have been achieving substantial reduction to their future estate tax bills for years. We implement techniques designed to transfer virtually an unlimited amount of assets through multiple generations while seeking to avoid estate taxes, gift taxes, creditors and divorce.
Wealth Management
Our approach to investment management relies on core principles developed and tested since the inception of our firm. We use a disciplined, multi-step approach to regularly assess your evolving needs and market events that are committed to ensure your investment plan is meeting your specific goals and objectives.
Family Income Trust
The Family Income Trust is an irrevocable trust designed to provide maximum flexibility for trustee and family members, while offering the greatest allowable accessibility to the trust corpus and deferring estate taxation for potentially, over 100 years.