12707 High Bluff Drive
Duncan Funding Partners
Tax-efficient retirement and estate planning for high-net-worth business owners, professionals, and executives.
Bridging the Confidence Gap
It May Be Time for a Financial Checkup
Quietly advising wealthy families on specific financial matters pertaining to wealth transfer, advanced life insurance planning, income and estate taxes, business succession and charitable planning.
Often times, we partner with our clients existing family office, counsel, and financial advisory team to solve large tax problems.
We understand that high income earners face unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to building long-term wealth, while meeting your financial goals and objectives.
"The investor of today does not profit from yesterday's growth."
- Warren Buffet
Two generations partnering together to serve families.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.