Jack Gelnak
President CEO @Premier Wealth Advisors, Inc
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WORK HISTORY
President CEO @Premier Wealth Advisors, Inc
CA
Wealth related concerns evolve with higher net worth making them more complex. Jack provides education, inspiration and discipline to stay the course and to become a successful lifelong investor. Adhering to core investment principles also provides for the best way to fund your ideal retirement lifestyle. You\'ll love the attention you will receive, the prompt answers to any questions that you may have and concierge level service provided to you – our family - our client. For over 23 years, Jack has been relied upon by attorneys, CPA\'s and other financial advisors in helping their high net worth clients with highly specialized and advanced level techniques to reduce or eliminate estate taxes, pass on an estate with the least amount of interference and costs and to utilize the best methods for asset protection. Removing assets from an estate, reducing or eliminating capital gains taxes and helping to significantly minimize the chances of failure are all in a days work. Through the use of different instruments, Jack creates custom designed plans to freeze the value of certain assets, pass on different assets estate and income tax free and transferring already accumulated assets with minimal tax consequences. Aggressive tax reduction strategies is the foundation of helping high and ultra high net worth clients keep more of what they earn. Jacks approach to these strategies is motivated by a deep desire to help clients pay the least amount of taxes allowed by law. Jack often holds training sessions for CPA\'s and tax attorneys on advanced tax reduction strategies used in different scenarios. Jacks expertise in Estate Planning and Asset Protection includes: Philanthropy designs: CRUT, CRAT, CLAT Revocable Living Trust\'s: AB, ABC Irrevocable Trust\'s Gifting Strategies Family Limited Partnerships SCINS All forms of corporate formation QPRT’s ILIT\'s GRAT\'s, GRUT\'s, Medi-Cal Planning Special Needs Planning Trust Administration Conservatorships/Guardianships
EDUCATION
University of West Los Angeles School of Law
JD
The Metropolitan State College of Denver
Certificate in Personal Financial Planning
ABOUT JACK GELNAK
My passion is to turn your financial questions into clarity, and help you sleep at night knowing that you are on a clear path to reaching your financial goals. As a successful business owner or professional, you know that a one-size-fits-all approach rarely, if ever, works… And the same applies to your wealth management! When it comes to Growing, Accessing and Protecting your wealth in the most tax-efficient methods possible, you deserve to implement the most cutting-edge and innovative strategies that allow you to make and keep as much of your money as possible. In 1934, Judge Learned Hand famously said, “In America, there are two tax systems: one for the informed and one for the uninformed. Both systems are legal. Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one’s taxes.” I firmly believe that still applies today. Whether it pertains to your retirement planning, legacy and estate planning, business planning, or anywhere in between, our private, boutique wealth management firm always brings to the table the latest and most advanced techniques to help reduce taxes, pass on an estate, protect assets from litigation and creditors, manage investment assets, and protect it all with advanced insurance planning concepts. With a unique background in Advanced Estate Planning and Asset Protection Techniques, Free Market Portfolio Theory, Aggressive Tax Reduction Strategies and Highly Advanced and Specific Risk Management Concepts, I know exactly what it takes to help make your financial dreams a reality, and bring in the right strategic partners as needed to do so. When you are ready to see if we are a fit, feel free to simply send me a message here on LinkedIn or email me at j•••@premierwealthcoach.com I look forward to hearing from you-Jack Gelnak, JD, AIF® CEO & President Wealth Preservation Strategist
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