Strategy

Strategy

We create combined estate and protection plans aimed at:

  • Constructing privacy around clients, so that curiosity seekers, and frivolous litigants cannot easily locate and identify client assets and personal financial affairs;
  • Providing protection from future unanticipated claims;
  • Minimizing the economic incentive to sue;
  • Devising strategies that avoid unnecessary estate taxes and related costs; and
  • Providing options for insuring that the assets clients leave behind will be used to enhance the lives and futures of their heirs.

Liberty Street Advisory Group refers to the separate entities, Liberty Street Law, Liberty Street Capital and Trust & Estate Stewards. None of these entities or persons furnish actuarial, accounting or comprehensive tax advice. Liberty Street Law is a law firm, and does not provide investment management, or any financially-related services. Liberty Street Capital, is a limited liability company registered as an investment advisor in Georgia and other locations. Trust & Estate Stewards is a limited liability company. Past results are not a guarantee of future performance.