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Client Case study #1

Kate Higgins, 38

Australian business owner living in the US

Primary Goals:
  • Preparing her business to be sold in a tax-efficient manner
  • Devising plans to retain key long term employees
  • Creating and implementing an investment plan for the business sale proceeds

Business Exit Planning

US Departure Planning

The Approach

Kate wasn’t sure where to begin, which is why she pursued professional help from a financial planner. Plus, she is extremely busy running her business. She doesn't want to get bogged down trying to figure everything out on her own.

The Results

When Kate hired a financial planner, she was concerned about more than just her investments. She wanted help with the entire financial picture, especially selling her business, moving to Australia, and minimizing her tax liability in the US and Australia. We introduced her to strategies that have saved her millions in taxes, while setting her up to start a family and live the life of her dreams in Northern NSW.

A comprehensive plan was put together that met all her needs:

Note: The above case study is hypothetical and does not involve an actual Areté Wealth Strategists client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if Areté Wealth Strategists is engaged to provide investment advisory services.

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Investment advisory services offered through Arete Wealth Strategists, a Securities and Exchange Registered Investment Advisor. Telephone number 888.544.3250. Arete Wealth Australia may offer investment advisory services in the State of Minnesota, California and in other jurisdictions where registered or exempted. Please click here for more important disclosure. Click here to read our Form Client Relationship Summary