Helping investors protect their returns

The goal of angel investors in Georgia and around the country is to achieve large returns based on the success of startup companies. In turn, the money earned is then often given to family members or charities in an effort to further their needs or interests. As a general rule, it may be more beneficial to gift assets to children or family members before they appreciate in value.

Furthermore, it may be in an angel investor's best interest to put assets into a trust for future generations. It allows for greater control over how the money is used while also protecting it from creditors. Another good idea may be to create an LLC that is run by the entire family, which everyone contributes to.

This helps future generations understand how to invest their money while working toward preserving capital or gains today. Regardless of how investors choose to allocate their money going forward, it may be a good idea to have a team of advisers. Investors should meet with them regularly to discuss the status of current investments as well as to analyze future opportunities. This team should include a financial planner, an attorney and anyone else who may have relevant expertise.

Trusts can be an effective estate planning tool for others as well. Unlike a will, trusts do not go through probate, a process that can be lengthy and expensive. Probate is also a matter of public record as well. Trusts allow the assets contained therein to be distributed to beneficiaries in a far quicker manner. An estate planning attorney can describe other benefits of these types of tools.

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We are ready to help you start planning. To schedule an initial consultation, call us at 770-822-2723 or 866-735-9628. You may also contact us online.


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11555 Medlock Bridge Road, Suite 100
Johns Creek, GA 30097

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Lawrenceville, GA 30043

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