Learn how Grantor Retained Annuity Trusts (GRATs) work, their tax benefits, risks, and when high-net-worth families should use them for effective wealth transfer.

Learn key asset protection strategies for high-net-worth individuals, from trusts and exemptions to insurance and gifting — to safeguard wealth against lawsuits.

At Christie Cox, we specialize in designing customized retirement and wealth preservation strategies for affluent individuals and families. With decades of expertise, we help you optimize investments, minimize taxes, and protect your legacy.

Learn how high-net-worth investors can use the Backdoor Roth IRA while avoiding the costly pitfalls of the IRS Aggregation / Pro-Rata Rule.

For high-net-worth investors, Environmental, Social, and Governance (ESG) factors are more than a moral checkbox—they’re a strategic filter.

Staying passive is not an option during times of economic strain. Strategic, active planning—not panic—is the key to wealth preservation.

We’ve said it before: a financial plan means little if you don’t know what your goals will cost. Budgeting is just the foundation…

If you’re earning $250,000 or more annually, your tax planning strategy deserves thoughtful, proactive attention.

With smart investing, disciplined budgeting, and regular financial check-ins, you can safeguard your wealth—and even grow it—through uncertain times.

True wealth is not just a financial condition—it’s deeply rooted in mindset.

The market is balancing fragility with flashes of strength. Staying diversified, data-driven, and flexible remains essential as global economic forces evolve.

With thoughtful structuring, careful attention to tax law, and the right tools, you can preserve your business legacy and protect your family’s financial future.

From our experience, the winning formula isn't just technology — it's a blend of human advisors and cutting-edge fintech tools.

Proper structuring of trusts and retirement accounts is essential to minimize taxes and preserve wealth across generations.