{"id":643,"date":"2026-10-03T21:43:24","date_gmt":"2026-10-03T21:43:24","guid":{"rendered":"https:\/\/ctdtax.com\/?page_id=643"},"modified":"2026-10-03T21:43:24","modified_gmt":"2026-10-03T21:43:24","slug":"case-study-estate-tax-minimization-28m-portfolio","status":"publish","type":"page","link":"https:\/\/ctdtax.com\/case-study-estate-tax-minimization-28m-portfolio\/","title":{"rendered":"Case Study | Estate Tax Minimization: $28M Portfolio"},"content":{"rendered":"
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SUMMARY<\/p>\n<\/div>\n<\/div>\n<\/div>\n

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A family with a $28M asset portfolio faced massive estate tax exposure ahead of federal exemption sunsets. Through IDGTs, GRATs, and a Family Limited Partnership, Citadel Partners eliminated <\/span>$8.4M in projected estate tax liability<\/strong>.<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n

<\/use><\/svg>CONTACT US<\/span><\/a><\/div>\n
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Estate Tax Shielding: <\/strong><\/h1>\n

A Holistic Strategy for Transitioning Family Assets Across Generations<\/strong><\/h1>\n<\/div>\n<\/div>\n<\/div>\n
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Who This Is For:<\/em><\/strong> High-Net-Worth Families & Estates ($20M+ Net Worth)<\/em><\/p>\n

Core Services:<\/em><\/strong> Private Client Group<\/em><\/p>\n

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The Client Challenge<\/span><\/h3>\n

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A multi-generational family holding $28M in mixed assets (real estate, private equity, and liquid portfolios) faced significant exposure to the federal estate tax exemption sunsets. Their assets were held across fragmented individual trusts with no unified oversight, exposing the heirs to a potential 40% estate tax hit upon transfer.<\/span><\/p>\n

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The Citadel Strategy<\/span><\/h3>\n

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Citadel Partners onboarded the family into the <\/span>Private Client Group<\/strong>, serving as their single, unified financial engine to restructure their entire estate roadmap:<\/span><\/p>\n

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