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Case Studies

Case Studies

Pre-Sale Planning for Business Owners

The decision to sell a business, whether to sell it outright or transfer it to family members, is complicated. It involves consideration of a myriad of interrelated financial, familial and emotional factors. Once the decision is made, preparing for the sale of a business poses additional considerable challenges, ranging from pre to post-sale planning. By recognizing these challenges and addressing them effectively, a business owner can realize the optimal benefit from the sale of the business.

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The Delaware Advantage

The State of Delaware offers individuals and businesses a unique climate for protecting and perpetuating wealth. Delaware has a long standing tradition of being a trust-friendly jurisdiction, with a court system that is highly responsive to the needs of trustees and beneficiaries, and a legislature that is continually refining and updating trust laws. PGB Trust & Investments of Delaware is a subsidiary of Peapack-Gladstone Bank established to help our trust and investment clients find the most efficient way to protect and perpetuate their assets and maximize the amount they are able to pass onto their heirs, all with the greatest possible flexibility.

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Establishing a Successful Charitable Vehicle

For individuals and families with substantial wealth, private foundations offer a tax-advantaged way to put their wealth to work for the greater good of chosen communities or favored causes and institutions. But these vehicles also bring with them a host of tax, payout and organizational issues and requirements, challenging benefactors and their advisors to take great care in choosing the proper form and in taking appropriate steps to ensure sustainability.

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Beneficiaries of General Wealth

Whatever the legacy goals of a first-generation wealth creator, beneficiaries ultimately will have their own unique needs and desires for the wealth they inherit. To help beneficiaries recognize and address potential issues, financial and non-financial, they will need to understand their options and obligations. An experienced, knowledgeable wealth advisor can help beneficiaries identify their needs and address potential issues to ensure family wealth may be preserved and grown.

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PEAPACK-GLADSTONE BANK IS A HIGH-PERFORMING BOUTIQUE BANK, LEADERS IN WEALTH, LENDING AND DEPOSIT SOLUTIONS, KNOWN NATIONALLY FOR UNPARALLELED CLIENT SERVICE, INTEGRITY AND TRUST.