12707 High Bluff Drive
Duncan Funding Partners
Tax-free retirement and estate planning strategies for high-net-worth business owners, professionals, and executives concerned about the erosions of their wealth, shocked by the amount of taxes associated with wealth transfer, and are relieved to get a second opinion.
Put the Want in Your Will
Most wealthy families already have a Will, Trust, or Estate Plan but if we look at it, it doesn't reflect what they want.
Could changes in tax law impact your wealth?
The Tax Cuts and Jobs Act will Sunset January 1st, 2026 with proposed changes that could happen even sooner. It's critical to understand how these changes may impact your unique situation.
External Forces Erode Family Wealth
What is more important to you? The return on your capital, or the return of your capital?
Quietly advising wealthy families on specific financial matters pertaining to wealth transfer, advanced life insurance planning, income and estate taxes, business succession and charitable planning.
Often times, we partner with our clients existing family office, counsel, and financial advisory team to solve large tax problems.
We understand that high income earners face unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to building long-term wealth, while meeting your financial goals and objectives.
Because we can tell you that it's not. Estate planning is about getting the right asset to the right person, at the right time, and the right amount.
"The investor of today does not profit from yesterday's growth."
- Warren Buffet
Two generations partnering together to serve families.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.