About The Advanced Strategies Group, Inc.
Preserving, Protecting and Perpetuating a Lifetime of Hard Work
When all is said and done, your accumulation of wealth — resulting from both hard work and exceptional financial decisions — means nothing if your estate isn't distributed according to your wishes. Or if your beneficiaries are burdened by unnecessary taxes and administrative and legal fees. Or if your charitable desires aren't met.
Chris T. Christensen and his team of professionals at Advanced Strategies Group use sophisticated techniques to reposition assets so that affluent clients can rest assured that their estate goals are achieved.
Advanced Strategies Group is one of the nation's preeminent providers of wealth creation, wealth transfer, and estate tax planning. "For more than a decade, we've specialized in serving the needs of a select group of individuals — those with assets of $5 million or more," says Christensen, president and CEO of Advanced Strategies. "We've given our clients greater freedom to pass on their assets to who they want — in the least costly and most efficient manner possible. This, in turn, has given them immense peace of mind."
Achieving specific estate-planning goals for its extraordinary group of clients, including owners of privately held corporations, highly compensated corporate executives and professionals, Advanced Strategies Group uses a highly personalized approach. Christensen, who has an extensive background in financial services, including experience as the youngest senior vice president ever at Prudential Securities in the 1980s, explains that every individual has unique and specialized wants and needs when it comes to planning an estate. "Because of this," says Christensen, "we develop a plan that addresses your specific requirements utilizing a wide spectrum of products, services and strategies to accomplish your goals."
"Our success comes from our individualized and specialized approach to estate planning," says Christensen. "This personalized way of doing business, combined with our deep concern for those we serve, has enabled our clients to pass the torch — through their generous estate distributions — to the next generation."
The Advanced Strategies Group professionals are experts in zero-tax estate-planning, dynasty trusts, family limited partnerships, personal residence trusts, and a wide range of charitable gift techniques. In addition, Christensen and his team are thoroughly knowledgeable and current in all asset and estate laws. "Our advanced expertise and ongoing attention to tax and legal factors affecting our clients' estates are a mark of our dedication to helping you make an educated and informed decision about the future of your estate," he says.
Christensen, a leading estate-planning and tax specialist, is a popular speaker in the area of wealth transfer in medical and charitable foundation communities throughout the United States. His firm's success and fine reputation has led to continual growth with offices across the nation, including New York, Boston, Los Angeles, Newport Beach, Boca Raton, Miami, and Naples.
As a family man with a wonderful wife and three children, Christensen knows the importance of planning for the future. "Like my clients, I, too, want to know that my estate has been set up to best provide for my family's needs." He adds that in cases when a client has no family to inherit their assets, or if the client wants to provide support for a charity or charities, establishing a charitable trust or foundation is a popular option in estate planning.
"We know that planning an estate is a deeply emotional process because it involves the people and the charitable causes you care about and your desires for them," he says. "Advanced Strategies Group helps you understand all the options and the concepts necessary to govern your future and your estate. We join you in your concern to accomplish your goals and provide you with expertise so that you can feel confident knowing that these goals will be met. This is our mission."