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Investment Advisory
Advanced Life Insurance Design
Private Placement Life Insurance

Investment Advisory & Advanced Life Insurance Design

Schechter Wealth is a boutique, third-generation wealth advisory firm. For over 75 years, our multi-disciplined team consisting of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFP® practitioners and CFA® charterholders has been quietly advising wealthy families on financial matters including: institutional quality investment advisory services, advanced life insurance planning, income and estate taxes, business succession, and charitable planning. Watch the video

PPLI Makes Hedge Funds Less Taxing

For affluent investors, hedge funds can be a powerful wealth management tool, offering attractive returns and broad diversification. However, hedge funds can be extremely tax inefficient. Typically, hedge fund earnings are taxed as ordinary income or short-term capital gain, at federal rates as high as 43.4 percent. Add in state taxes and the combined rate[…]

How Does a Charitable Remainder Trust Work?

A charitable remainder trust is a tax-exempt irrevocable trust that allows the client to transfer property to the trust and maintain an income stream. Because a charitable remainder trust is a tax-exempt entity, it can sell highly appreciated assets without realizing a current income tax liability. The CRT must make payouts at least annually. At[…]

What is Premium Financing?

Life insurance premium financing is a strategy intended to help clients obtain life insurance for which they have an established need. Typically, premium financing is a fair market loan arrangement between a commercial lender and an irrevocable life insurance trust (ILIT) where the lender loans the premiums for a life insurance policy on the client’s[…]

Schechter Wealth Announces the Addition of Wealth Advisor, Megan Sandler.

BIRMINGHAM, Mich., July 5, 2016 – Schechter Wealth, a third generation wealth advisory firm, is pleased to announce that Megan Sandler will be joining the firm as a Wealth Advisor. Ms. Sandler advises high-net-worth individuals, families, and business owners on wealth preservation, wealth transfer, estate planning, and tax planning objectives. “We are excited to have Megan[…]

Schechter Wealth Strengthens East Coast Presence with the Addition of Boston Wealth Advisor Stefan Thielen, MSF.

BIRMINGHAM, Mich., July 5, 2016 – Schechter Wealth, a third generation wealth advisory firm, is pleased to announce that Stefan Thielen, MSF will be joining the firm as a Wealth Advisor. Mr. Thielen specializes in wealth preservation, wealth transfer, estate planning, and charitable planning solutions to meet the needs of high-net-worth individuals, families, and business owners.[…]