Welcome To Wildflower
LEGACY & WEALTH PLANNING
I’m Greg Wilder, founder of Wildflower Legacy and Wealth Planning. As a CPA and tax attorney with more than 40 years of relevant experience, I use sophisticated tax planning strategies to help high-net-worth individuals secure prosperous futures for themselves and their families.
Family
Wealth
Planning
Wealth Planning versus Investment Management
At Wildflower Legacy and Wealth Planning, we understand the vastly different objectives of investment managers and other types of wealth planners. Investment managers tend to manage financial assets for purposes of lifestyle planning. Their focus is on managing the liquid portion of your assets. However, true wealth planners take a much broader, comprehensive approach. We focus on the entire balance sheet!
Family Wealth Planning
Wealth Planning versus Investment Management
At Wildflower Legacy and Wealth Planning, we understand the vastly different objectives of investment managers and other types of wealth planners. Investment managers tend to manage financial assets for purposes of lifestyle planning. Their focus is on managing the liquid portion of your assets. However, true wealth planners take a much broader, comprehensive approach. We focus on the entire balance sheet!
Our Business Partners
BECOME ONE OF OUR MANY CLIENTS
Liquidity
Event
Planning
Few things magnify the need for sophisticated tax planning like a liquidity event resulting in a large taxable gain. These transactions can include acquisitions, mergers, sales to private equity or other buyers, and initial public offerings (IPOs). They can also include sales of highly appreciated collectible assets, real estate, residences, farms, or other valuable illiquid assets.
To secure the best outcome, Wildflower has a strong preference to work with clients prior to the sale (preferably six months or more in advance). This allows adequate time to structure the transaction in a manner that achieves the most favorable tax results for the sellers.
Liquidity Event Planning
Few things magnify the need for sophisticated tax planning like a liquidity event resulting in a large taxable gain. These transactions can include acquisitions, mergers, sales to private equity or other buyers, and initial public offerings (IPOs). They can also include sales of highly appreciated collectible assets, real estate, residences, farms, or other valuable illiquid assets.
To secure the best outcome, Wildflower has a strong preference to work with clients prior to the sale (preferably six months or more in advance). This allows adequate time to structure the transaction in a manner that achieves the most favorable tax results for the sellers.
Toy
Planning
Many of our wealthiest clients have significant amounts invested in high profile assets. These include airplanes (fractional interest and outright ownership); horses; wine collections; boats and yachts; ranches and farms; second, third and fourth homes (including international destinations); professional sports teams; auto collections; or significant artwork and collectibles. We affectionately refer to these as “Toys,” and our solutions are referred to as “Toy Planning.”
TOY Planning
Many of our wealthiest clients have significant amounts invested in high profile assets. These include airplanes (fractional interest and outright ownership); horses; wine collections; boats and yachts; ranches and farms; second, third and fourth homes (including international destinations); professional sports teams; auto collections; or significant artwork and collectibles. We affectionately refer to these as “Toys,” and our solutions are referred to as “Toy Planning.”
I’m Greg Wilder, founder of Wildflower Legacy and Wealth Planning. As a CPA and tax attorney with more than 42 years of relevant experience, I use sophisticated tax planning strategies to help high-net-worth individuals secure prosperous futures for themselves and their families.
I’m Greg Wilder, founder of Wildflower Legacy and Wealth Planning. As a CPA and tax attorney with more than 40 years of relevant experience, I use sophisticated tax planning strategies to help high-net-worth individuals secure and prosperous futures for themselves and their families.
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Contact
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