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MEMBER PROFILE

 

Jordan Toder

Preservation Capital Partners, LLC

 

Member profile details

Membership level
New York
First name
Jordan
Second name/initial
M
Last name
Toder
Title
Member
Company
Preservation Capital Partners, LLC
 

CONTACT INFORMATION

City
Garden City
State
New York
 

PROFILE INFORMATION

Call me when
your client seeks options over the tax bite on his income, carried interest or potential sale of the underlying asset.
Profession
  • Insurance
  • Wealth Manager
Functional Expertise
  • Employee benefits
  • Estate planning
  • Family business
  • Intangible assets
  • Strategic planning
  • Tax
  • Trusts
Client Industry(ies)
  • Business Services
  • Financial Services
  • Health/Pharma/Biotech
  • Media and Entertainment
  • Real Estate/Construction
  • Software/Internet
Professional Certification(s)
CLU, CEP, ChFC
In Business Since
4 decades
How to contact
text-call 917.692.8906
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.
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.
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