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Unique Opportunities during Challenging Market May 17 th 2009 Nextbridge Annual Conference

Unique Opportunities during Challenging Market May 17 th 2009 Nextbridge Annual Conference. Mayur T Dalal, MBA Chief Executive Officer. What We See. Apathy and denial. Low Morale. Asset protection # 1 priority. Liquidity and Credit Crunch . Highest level of Unemployment.

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Unique Opportunities during Challenging Market May 17 th 2009 Nextbridge Annual Conference

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  1. Unique Opportunities during Challenging MarketMay 17th 2009Nextbridge Annual Conference Mayur T Dalal, MBA Chief Executive Officer

  2. What We See

  3. Apathy and denial Low Morale Asset protection # 1 priority Liquidity and Credit Crunch Highest level of Unemployment Managing Cash flow big challenge Highest Volatility in Capital market Financial Industry Global Meltdown What happened in 2008 What & Why? Above the Line Discovery Opportunity Matrix™ Solution Below the Line Who and How?

  4. An incompetent team will surely provide a poor result. A competent team lacking clarity and management will produce a bad result at a high cost.

  5. Wish list of the wealth holders Want Education about choices Want to create Certainty & Predictability Paradigm Shift of 21st Century Partners/ Investors Want to Simplify Complexities Transparency

  6. Economic Setback PresentsOutstanding Planning Opportunity

  7. Focus on What Matters

  8. Human Capital of Family

  9. 3 Bucket Approach to Simplify Financial Maze

  10. Unique Opportunities for 2009 • Value of properties have gone down substantially ! • Discounts available are 35% !! • Interest rate you can charge to your children for purchase of your assets is all time low at 2% !!! • There is no recapture of depreciation or Taxes capital gains by You !!!! • Income to be shared with children is Tax free to them!!!!!!!!!!!!! • Income taxes paid by you on income given to kids is not considered as gift !!!!!!!!!!! • You keep control as well as flexibility to access income!! • Appreciation on assets sold to children is outside your estate!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

  11. Multigenerational

  12. Power of Team work Protect Assets Simplify Complexities Reduce Income and Estate Taxes • Valuation Experts SPARDATA • Creative Financing : Next bridge Group Private equity • Creative funding solutions • Legal Experts : • Marc Citron Saul Ewing LP • Innovative tax saving strategies • Legacy Planning Group • Siddharth Dubal Mid market • Tax Experts : Jasvant Shah CPA Berdon LLP Document management System with ease of access to financial, legal tax and health information Systems to create and monitor customized financial, legal, life insurance and tax solutions Simplifying your life

  13. Structuring DEBT Cash flow Management CEO CFO Manage finance Wealth Holder Managers Wealth Coach Tax Saving Create Liquidity Legal Strategies Your Partner Business Consulting Family Harmony Estate Planning Asset Protection

  14. Confidence = Wise Choice Clarity + Competence + Management

  15. Success = Where Opportunity meets Preparedness! Opportunity Preparedness

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