Jordan Toder
Preservation Capital Partners, LLC
Garden City, New York
Contact
How to contact
text-call 917.692.8906
Professional Profile
Call Me When
your client seeks options over the tax bite on his income, carried interest or potential sale of the underlying asset.
Professions
Insurance
Wealth Manager
Functional Expertise
Employee benefits
Estate planning
Family business
Intangible assets
Strategic planning
Tax
Trusts
Business Focus
Structures reducing tax liability of businesses and their principals as well as providing asset protection, privacy and a larger charitale footprint and enhanced falmily legacy.
Professional Certification
CLU, CEP, ChFC
Client Industries
Business Services
Financial Services
Health/Pharma/Biotech
Media and Entertainment
Real Estate/Construction
Software/Internet
Client Results
Certainty, protection from taxes and creditors, privacy, leave a larger charitable footprint, family business retention and leave a legacy intact for next gen.
Chapter information
Membership
New York Individual
Member since
Member for 7 years
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