A family office can help you to manage your taxes more efficiently. This team can assist you in structuring your investments and business interests in a way that minimizes your tax liability, so you can keep more of your wealth for yourself and your family.

A CRAT stands for Charitable Remainder Annuity Trust, a type of trust that allows individuals to donate a portion of their assets to a charitable organization while also receiving income from the trust during their lifetime. This type of trust can provide a number of benefits for both the donor and the charitable organization.