Michael Koberlein

Mike loves to work with clients in the areas of wealth transfer and wealth preservation to help them provide better opportunities for their family members across multiple generations. Some of the strategies and structures he uses for planning include:

• Dynasty Planning
• Revocable Trusts
• Irrevocable Trusts
• Integrated Planning
• Asset Protection
• The Family Office
• The Family Bank 
• Charitable Gifting
• Charitable Planning
• Charitable Remainder Trusts
• Charitable Split Interest Gifts

 

Although originally from Loomis, California, Mike has since lived in several different places, including Utah; São Paulo, Brazil; Louisiana; South Dakota; and Nebraska. He and his wife have decided to settle in Gilbert, Arizona where they live with their six children. They love the outdoors and sports. Most of their recreational time together is spent at sports games or going outside to hike, fish, swim, cliff jump, or explore new places. Mike enjoys writing, CrossFit, traveling, and trying new food places.

Mike enjoys collaborating with other professional advisors such as financial advisors, insurance agents, CPAs, certified financial planners, real estate agents and others. He works with advisors all over the country with the intent to help clients get the maximum benefit of their planning.