The Sierra Group

The Sierra Group, Ltd. is a unique firm which focuses on the needs of today’s High Net Worth Business Owner. The Sierra Group provides Zero Estate Tax Planning which is centered on the client’s vision, not a preset strategy. The Architects at the Sierra Group provide custom designed solutions to the client’s situation, a blueprint for the structures the client’s advisors will follow in constructing the client’s Estate Plan. As Business Owners, the Sierra Group’s clients have the added responsibility to deal with their business interest, this maybe the sale of their business to a third party or the passing of their business interest to the next generation. Both require the Sierra Group to design a custom strategy to eliminate Capital Gains or Gift Tax liabilities. Business Owners usually translate into high income clients, either on the corporate level or personal level, which seek out legitimate ways to reduce their Income Tax liabilities. The Sierra Group works with its clients on a proactive basis to reduce these taxes. Finally, in today’s litigious society, the Sierra Group works in concert with the client’s legal counsel to design a structure which provides for maximum Asset Protection.