As a business owner for over 25 years, I’ve explored many financial strategies. But Peter and his team uncovered a new approach to wealth preservation and succession planning that I hadn’t considered. They helped me reduce my current tax burden and set up a plan that addresses future taxes as well. This strategy not only shields my wealth from market fluctuations and other outside factors but also ensures that my business and assets are smoothly transitioned to the next generation. I now have the clarity and flexibility to provide for my family, secure the future of my business, and adapt as needed.