Seneco & Associates, Inc., specializes in advanced planning strategies and specifically sophisticated life insurance based strategies for a range of ultra-affluent families, businesses, trusts, and individuals. Frank Seneco and his partners work with families and individuals who have significant wealth and want to enhance it, tax-efficiently transfer it, or protect it from unjust lawsuits, employing, in addition to life insurance, comprehensive retirement planning and deferred compensation.

We do this through our intimate understanding of the many available advanced planning options and by accessing our network of retained industry experts, a combined breadth of experience and expertise that enables us to put to work on your behalf the latest and most effective approaches to wealth management.

In addition, our firm can serve in a consultancy capacity for our clients to assess, implement, and coordinate the strategies recommended by other advanced planning specialists.

Circular 230 Disclosure: In compliance with requirements imposed by the IRS pursuant to IRS Circular 230, we inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used by anyone for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein. The information contained in this document is not intended to and cannot be used by anyone to avoid IRS penalties. This material is intended for informational purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.

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MAXIMIZING PERSONAL WEALTH: AN ADVANCED PLANNING PRIMER FOR SUCCESSFUL BUSINESS OWNERS by Russ Alan Prince, Hannah Shaw Grove, Carlo A. Scissura and Frank W. Seneco

Business equity is the single most reliable path to wealth creation, but it also takes astute planning to ensure that privately-held businesses are protected, transitioned and monetized in the smartest way possible. Maximizing Personal Wealth is a critical resource for business owners and their closest advisors. This primer outlines key steps that can be used at all stages of a company’s lifecycle to create and preserve maximum personal wealth.

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