John Candeto
John Candeto
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Information Flow
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Product | Family Office | Arta

Product | Family Office | Arta

Created
Apr 24, 2024 10:03 PM
Notes

URL
https://artafinance.com/product/family-office#life-insurance
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life insurance

grow wealth tax efficiently

To grow and transfer wealth in a tax-advantaged way, the ultra-wealthy use permanent life insurance to build their legacy. Now with Arta, you can too.

Generate tax-advantaged wealth

Ensure an inheritance for your beneficiaries - usually free of income taxes.

Create a valuable asset

The cash value of your policy grows over time, which you can draw from as needed.

Finance the premium

Borrow your premium just like you would with a mortgage for a home.

options

guard against uncertainty

Options are a powerful way to hedge against undesirable outcomes – especially if you’re in a concentrated position with one or a few assets.

Smart Hedging Options

Ensures the value of a portfolio doesn’t go below a floor price.

Income Stream Options

Earns you income while you wait for the right price to sell your stock.

Bespoke strategies

Craft a strategy unique to your situation.

tax & estate planning

Protect loved ones & preserve wealth

Careful planning can help maximize the value of your portfolio - today and in the future.

Optimize your tax strategy

Leverage trusts, explore estate exemptions, and harness tax-exempt gifting opportunities to secure your wealth for future generations or anticipate pivotal life moments like marriage, relocation, or inheritance.

Navigate real estate complexities

Capitalize on options like depreciation claims and 1031 exchanges.

Maximize charitable contributions

Leverage philanthropic ways to make an impact on finances and society.

personal assistant

Supercharge your efficiency

Say hello to more free time. We’ll find the best assistant for your preferences.

Reclaim time

Your assistant is here to give you and your family the work-life balance, productivity boost, and organization you've always wanted.

Tailored to your family

Hire an assistant for 1:1 support, or find someone to support your entire family.

Guaranteed quality and security

Only the best assistants make it into Arta's network, thanks to our rigorous selection process and background checks.

reach the arta member success team

If you need to talk to someone, your membership has you covered - by phone or email.

Talk to our team

ready to open your digital family office?

Become a member

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