Working with FCD Invest offers high-net-worth individuals (HNWIs) several key benefits tailored to their unique financial needs and complexities. These benefits include:
Comprehensive Financial Planning
FCD Invest provides a holistic approach to managing finances, integrating investment management, tax planning, estate planning, and retirement strategies into a unified plan. This ensures all aspects of wealth are optimized and aligned with our client’s goals.
We consider the needs of each client individually and are able to help with growing wealth, preserving and safeguarding wealth, minimizing tax liability, or preparing for wealth transfer.
Tax Efficiency
We help HNWIs minimize their tax liabilities through advanced strategies such as utilizing an LLC to purchase investment Diamonds and Fine Art, charitable giving, and planning ahead for transferring wealth and assets to their heirs. This can significantly enhance after-tax returns and preserve wealth.
We are able to utilize donations as a tool to minimize tax liability for our HNW clients. We have extensive experience with donating art and diamonds on behalf of our clients. Individuals, LLCs, S Corporations, Partnerships, and Sole Proprietors can all make charitable donations.
FCD Invest has long-standing experience facilitating Non-Cash Charitable Donations with appraisers who have an established history making IRS-compliant assessments and valuations who are able to utilize market data for similar art and the artist to ensure their appraisals are accurate.
Regarding diamonds, we rely on a network of highly respected independent GIA Colored Diamond Appraisers who specialize in investment-grade Fancy Color Diamonds and have connections to museums or other reputable institutions that accept diamonds as a donation.
FCD Invest can also assist in the formation and filing of a Non-Profit or a Family Foundation in order to receive donations on behalf of your family or your LLC. If you already have a non-profit or a Foundation in place, we can evaluate the specifications of your non-profit or foundation to see if it would be appropriate to incorporate a strategy that would benefit both for-profit and non-profit organizations.
Access to Exclusive Opportunities
HNWIs gain access to private investment opportunities. These options are typically unavailable to the general public and can diversify portfolios while offering higher growth potential.
We have exclusive access to private off-market family collections, the rarest Fancy Color Diamonds, Argyle Diamonds, and D-Flawless diamonds,
Through decades of relationship building, we have access to high-end Fine Art, Old Masters, and museum-quality artwork.
On behalf of our Fancy Color Diamond and Fine Art clients, we assist with coordinating the donation appraisal process along with providing the proper IRS documentation to submit to your accountant to minimize tax liability.
Asset Protection
Our team implements strategies like setting up trusts, limited liability companies (LLCs), and offering insurance solutions to safeguard assets from lawsuits, creditors, or economic downturns. These measures also enhance privacy and reduce financial exposure.
LLC’s offer insulation and protection for your assets from potential claimants or other litigation. It also allows for broader expense deductions on all expenses related to your investment purchases. A service we are able to provide is setting up an LLC as a business for the purchase of Fancy Color Diamonds and Fine Art for select clients as well as a wealth-transfer strategy for heirs.
Through managing your investments as a business, your entity is able to write off many expenses and maximize deductions for tax purposes.
We can also assist clients in setting up Trusts to protect their hard asset investments, including Fancy Color Diamonds and Fine Art, that are acquired and managed by FCD Invest.
Estate and Legacy Planning
We assist in creating plans to ensure wealth is transferred efficiently to future generations or charitable causes. This includes setting up trusts, LLCs, and providing education to our clients and their heirs while minimizing estate taxes and avoiding probate complications.
At FCD Invest, we can offer our HNW clients a more efficient structure for acquiring and managing fine art and diamonds. It is virtually the same approach used with other assets such as real estate, in which we would utilize the protection of an entity. We harness the protection provided by LLCs or LPs that own the asset while our clients maintain control of both the LLC or LP and assets. This strategy also allows us to determine control post-death to avoid family disputes or lengthy Probate.
Risk Management
You and your family will maintain control over your assets while benefiting from the protective structure of the entity.
By assessing risks across investment areas, we help protect clients’ portfolios from unexpected events or market volatility. Diversification and tailored insurance solutions play a key role here.
Access to a Network of Professionals
We create customized strategies based on our client’s specific circumstances, such as business ownership, international investments, or philanthropic goals. This personalized approach ensures optimal outcomes for diverse financial objectives.
At FCD Invest, we have an entire team in place including all of our partners. That means our clients not only have access to Asset Managers, but also to Project Managers, Wealth Advisors, Attorneys, Appraisers, Insurance Companies, Security Companies, and more!
Time Savings
HNWIs often lack the time or expertise to manage their complex financial situations. Our team can coordinate with other professionals (e.g., accountants and attorneys) to streamline decision-making and ensure that your entire wealth management team is on the same page.
Our team at FCD Invest will manage all aspects of your investment including sourcing your hard assets, negotiating on your behalf, managing inspections, appraisals, escrow closing, providing all necessary paperwork, customizing a strategy that fits your specific needs, and strategy execution.
Tailored Advice for Unique Needs
Rayah Levy, on behalf of FCD Invest, will personally answer all of your questions and guide you through all of the complexities of securing and monetizing your investment collection.
Our customized investment strategies ensure adequate liquidity to sustain the family, operate businesses, and address taxes.
By leveraging these benefits, HNWIs can protect, grow, and transfer their wealth effectively while achieving financial peace of mind.
Please email FCD Invest at info@fcdinvest.diamonds to discuss your personalized long-term investment strategy.
For more information on Fancy Color Diamonds as an investment, please visit our Fancy Color Diamond information page linked here.
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