Upcoming Webinar

Protecting What You've Built - Exit Planning Strategies

Wednesday, June 17 at Noon ET

A will or basic trust is a good start, but most high-net-worth families and business owners need a more complete plan built around their specific assets, goals, and tax situation.

In this conversation, guest estate planning attorney Trace Brooks will join Persium CRO Trey Prophater and Relationship Manager Kim Brown to discuss what goes into preserving the wealth you’ve worked hard to build.

You’ll learn:

  • What separates a basic will from a comprehensive estate plan
  • Why the current estate tax exemption may create planning opportunities
  • Common estate planning strategies worth knowing
  • How to choose the right trustee for your situation

Register now to reserve your spot. Can’t attend live? Sign up anyway, and we’ll send you the replay.

Featured Speakers

Trace Brooks headshot

Trace Brooks

Founder and Managing Attorney of Brightside Estate and Elder Law
Trey Prophater headshot

Trey Prophater

Chief Revenue Officer of Persium Group
Kim Brown headshot

Kim Brown

Relationship Manager of Persium Group

Disclosure: This webinar is for educational purposes only and does not constitute legal, tax, or investment advice. Please consult your own legal, tax, and financial professionals regarding your individual circumstances. Persium Advisors, LLC is an investment advisor firm located in Atlanta, GA.

ph 678.322.3000  /  fax 678.322.3059
Persium Group, LLC  /  2100 Riveredge Parkway, Suite 1230  /  Atlanta, GA 30328

Persium Group consists of three teams: Persium Advisors — wealth management for business owners and other investors, NAVIX — exit planning for business owners, and CoVerity — serving the needs of retirement plan committees.

The Persium Group, formerly known as White Horse, is an independently owned and operated firm that was founded in 2004. In 2010, White Horse Advisors, LLC registered with the Securities and Exchange Commission as an investment adviser allowing us to operate in a product neutral, fee-only investment environment.

At Persium Group, we offer three distinct lines of business. Persium Advisors, LLC is an SEC registered investment adviser offering traditional investment advisory and asset management services. CoVerity™ is a brand name through which we provide investment advice and consulting services to sponsors of qualified retirement plans. Through NAVIX®, we provide exit planning services to owners of closely held businesses.
Persium Advisors, LLC and its affiliates do not provide tax or legal advice. Clients are urged to consult their tax or legal advisors to understand the tax and legal ramifications of any actions or investments recommended by Persium.