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How do you maximize tax-efficient growth and secure your family's financial future?

The following hypothetical example explains our approach, and shows an example of how tax-efficient growth could be maximized under similar circumstances.

Situation

Mark owns a significant amount of stock in a successful company. In addition, Lisa has stock options from her employer that will expire in the next year. The family is interested in understanding the best way to diversify their assets, provide for their two young children, and fund philanthropic efforts, all while reducing income and estate taxes.

How can Credit Suisse help?

• A financial plan with stipulated short- and long-term steps that diversified the stock and exercised expiring options could help this family grow their assets in a tax-efficient manner.
• The family could work with Credit Suisse and the family’s outside legal and tax experts to establish a charitable remainder trust and private foundation to assist with the sale, reinvestment and charitable gifts of Mark’s stock.
• Lastly, an updated estate plan could provide trusts for the children and ensure proper guardianship.

Benefits

• The family could maximize growth through tax-efficient financial planning while meeting charitable objectives and securing their children's financial future.

Important legal information

The parties described on this page are fictitious characters created for illustrative purposes only.  Any resemblance to real persons is purely coincidental.   The hypothetical examples included on this page are intended for illustrative purposes only, and are not intended as an offer or solicitation to adopt a particular investment strategy or to purchase or sell any security.  CSSU does not represent, warrant or guarantee that this material is accurate, complete or suitable for any purpose and it should not be used as a basis for investment decisions.  This material does not purport to contain all of the information that a prospective investor may wish to consider and is not to be relied upon or used in substitution for the exercise of independent judgment.

CSSU does not provide legal or tax advice.  Any statement herein regarding any US federal tax is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding any penalties.  Prior to investing, you should consult your accounting, tax, and legal advisors to understand the implications of such investment.

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