Wealth Transfer Planning Services

Serving Families & Individuals Worldwide from Our Four Locations

Every family is unique, and we demonstrate our understanding of this by working closely with our valued clients to accomplish their wealth planning goals. Our team has been serving clients in Miami, Washington DC, Orlando, and internationally since 2007. We are proud of our commitment to putting our clients first and helping them meet their financial expectations. Protect your assets and wealth through our comprehensive financial advice and state-of-the-art planning techniques. Our strategies are proven and effective in protecting your long-term interests.

Begin your wealth transfer plan today. Arrange a free case review by calling (888) 595-5088.

Why Choose Castro & Co. for Your Wealth Transfer Planning?

Each international tax lawyer at Castro & Co. is experienced and passionate about their field of practice. This is the hallmark of our practice: Providing sophisticated services by superior attorneys who are proud to be leaders in their profession. We do everything possible to solve each client's legal or wealth matters with the utmost loyalty. You can expect nothing less than our complete dedication to your family's needs.

Experienced Wealth Planners Dedicated to Your Goals

Our team helps high-net-worth clients achieve their financial goals, this often includes the utilization of sophisticated wealth transfer arrangements. We encourage our clients to employee individual teams of professionals to work collaboratively on their wealth transfer plans. Our attorneys work with you and your advisors to establish plans that account for your unique situation and goals.

Our holistic wealth planning approach takes into account your:

  • Long-term and short-term goals
  • Your family's unique situation
  • Business holdings
  • Insurance policies

No two international estate plans are alike. This is why our experienced tax planning professionals help to develop each client's plan uniquely, customizing the plan to the client’s goals and circumstances. Simultaneously, we do our best to ensure that our plans maintain flexibility and adaptability to account for future changes.

Some of the wealth transfer strategies we utilize include:

  • Short-term zeroed-out Grantor Retained Annuity Trusts (GRATs) for appreciating assets
  • Captive insurance companies to extract up to $1.2 million each year tax-free from a closely held family business
  • Intentionally Defective Grantor Dynasty Trusts (IDGTs) for multi-generational planning

Building your family legacy is the work of a lifetime, and we are committed to working with you to accomplish your goals. We provide proactive planning so you and your family are prepared for the future.

Reach Castro & Co. today at (888) 595-5088 to set up your free initial consultation.

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Our
Locations

  • Washington DC

    The Bethesda Office Building 1701 Pennsylvania Ave NW, Suite 300 Washington DC, 20006

  • Miami

    The Bank of America Tower 701 Brickell Ave, Suite 1550 Miami FL, 33131

  • Dallas

    The North Galleria Tower 13155 Noel Road, Suite 900 Dallas TX, 75240

  • Orlando

    The North Plaza Tower 121 South Orange Ave, Suite 1500 Orlando, Florida 32801