Wealth structuring and estate planning for individuals and families in Park City, Summit County, and the Heber Valley.
Personal and family wealth planning benefits from the same structural thinking used in corporate financial planning. This page describes that approach applied to individuals and families — coordinating tax, entity structure, and estate documents rather than treating each piece separately.
Wealth structuring work typically starts with a review of how assets are currently held — individually, jointly, through an LLC, or inside a trust — and whether that structure still matches the client’s tax and liability goals. For a business owner, that often includes an entity-structure review ahead of a planned sale or generational transfer, comparing how the transaction would be taxed under the current structure versus an alternative one before the terms are set.
On the estate side, the work includes a tax-efficient trust-funding sequence — deciding which assets fund which trust, and in what order, to reduce gift and estate tax exposure — coordinated directly with the client’s estate attorney rather than handled separately from the legal documents. For clients with retirement accounts, real estate, and business interests, that sequencing matters more than it does with a simple asset picture, since each asset type carries different tax treatment on transfer.
For clients who have, or are considering, a private foundation, charitable planning includes aligning personal estate goals with the foundation’s required-distribution obligations — making sure a planned gift or bequest to the foundation is structured in a way that supports, rather than complicates, the distribution calculation the foundation already has to meet each year. More detail on that side of the work is on the Nonprofit & Foundation Advisory page.
One example: for a client planning a business sale or other liquidity event, scenario analysis is used to model the tax impact of different sale structures and timing — comparing, for instance, a single-year sale against an installment sale spread across multiple years — before the transaction terms are finalized, not after.
Individuals and families in Park City and Summit County; business owners planning a sale or succession; families with charitable or foundation-related goals; and multi-generational families holding a mix of real estate and business interests common in this market.
Jeffrey works alongside a client’s attorney and wealth manager to keep the tax, entity, and charitable pieces aligned, rather than operating separately from the rest of the client’s advisory team.
Ongoing tax, nonprofit, and advisory services are provided through Park City Tax Pro.
Visit Park City Tax Pro Nonprofit & Foundation Advisory