At-a-glance
COMPANY NAME
Family Office
INDUSTRY
Multi-generational
HEADQUARTERS
Orlando, FL
NUMBER OF EMPLOYEES
2300
ANNUAL REVENUE
$400M+
BUSINESS TYPE
Public
A family office representing a multi-generational family engaged Evergreen Advisors to value ownership interest of a complex asset portfolio for generational wealth planning purposes. Evergreen’s in-depth analysis led to a smooth IRS review and successful transfer of wealth.
Challenges
- Protect and grow wealth for future generations.
- Transfer wealth to a trust to maximize tax efficiency and support long-term planning goals.
- Collaborate closely with legal and tax advisors to ensure a coordinated and aligned strategy.
- Mitigate the potential risk of an IRS audit.
Approach
- Partnered closely with family office leaders, estate counsel, and tax professionals.
- Conducted detailed mapping of ownership tiers and entity relationships.
- Valued portfolio of assets using best practices and applying applicable discounts where appropriate.
- Provide a defensible IRS appraisal that initiates the statute of limitations.
