Costa Mesa, California
FOR IMMEDIATE RELEASE: Reef Point, LLC Welcomes New Director of Business Development to Expand Sales Team
Reef Point, LLC announced the addition of Paul Brar as Director of Business Development. This significant addition to the team allows Reef Point to further expand its Deferred Sales Trust™ services, and create awareness about this underutilized tax strategy.
With over 10 years of cross-industry experience, Paul has successfully led and implemented asset management strategies for UHNW families and their family offices in Southern California.
His strong analytical skills, strategic thinking, and straightforward approach have made him a sought-after leader in the field.
Paul began his career by joining a family office as an analyst, where he gained invaluable experience in analyzing investment opportunities, assessing risk profiles, and developing comprehensive investment strategies. Over the years, Paul’s exceptional performance and a keen eye for detail earned him rapid promotions, leading him to assume the role of VP of Finance & Operations, overseeing a $200 million family portfolio. In addition to his professional responsibilities, Paul is a sought-after consultant and has been retained by multiple startups in Southern California to devise their business development strategies and growth plan. He is passionate about his entrepreneurship interests and enjoys sharing his knowledge and expertise with others, helping them navigate the complexities of growing a new business.
“The opportunity to join a dynamic and forward-thinking organization like Reef Point is a testament to my commitment to professional growth and pursuit of excellence. I am thrilled to bring my passion, skills, and dedication to a team that shares my vision for innovation and success. I am honored to be a part of the Reef Point family and eagerly look forward to contributing my utmost to our shared journey of achievement and growth,” said Paul Brar.
About Reef Point LLC
Owners of businesses, real estate, and other highly appreciated assets are often reluctant to sell due to the significant capital gains tax liability that can result from a sale. Fortunately, Estate Planning Team’s Deferred Sales Trust offers an alternative tax deferral to a 1031 Exchange, which can dramatically decrease or eliminate the capital gains taxes that would otherwise be recognized in the year of the sale.