Our services start with consultations. We can take your financial life and sort through the maze of choices and give a simple elegant plan to protect what matters most. There is no one size fits all solution however we can help you implement the right wealth preservation plan for your current situation as well as help you plan for the future.
In this ever changing landscape of estate planning, asset protection, wealth preservation we leave no stone unturned to bring to you very best solution to meet your needs.
Our services:
Home Equity Protection – Have you considered that one of the easiest assets for a creditor to attach to or a litigator to attach to is your home? Why not place your home out of harms way with legal safeguarded techniques in asset protection? Let us show you how you may be able to use most valuable asset as an opportunity for growth and protection.
Company Protection – The structure of your business and the assets that flow from this revenue stream are worth protecting. There are many ways to protect the assets of your business and the revenue that you gain by using structure, insurance plans, 401k plans, annuities and other various legal methods. Let our experts analyze your best options! We believe in being safe, rather than hindsight being 20/20.
Real Estate Protection – Real Estate as a business has many liabilities. An accident or a slip and fall can reak havoc on liability and even cause monetary damages beyond payable insurance. Let us analyze your Real Estate protection. Are you sure it is adequate? We offer a free 20 minute consulation.
Succession Planning – There are still many people with assets of value that do not have safeguarded Estate Plans prepared for succession. There are also “out of date” plans that need to become compliant with the current laws and tax codes. Where is your plan? Does it need a look over? Do you need a plan? Is your plan comprehensive with all of your family assets? We can analyze your estate and the opportunities that you may have not yet explored.
Offshore Planning – No matter what the status of the economy, there are opportunities to be gained. Offshore planning was once for the rich and famous. Not it is for the smart and opportunit=stic business people, investors and individuals who wish to explore advantages that are legal and compliant with U.S. law. We specialize in compliance and our practicioners, attorneys and accountants are trained and educated on the opportunities that are safe and legal offshore. We suggest that no one venture into this investment without expert legal and accounting guidance. Your protection is our goal!
Private Banking – What we know about private banking and offshore jurisdictions, we apply to ourselves and our family estates. Call us to talk about these options.
Jurisdiction Choices – How will you know what jurisdictions are best for your estate or your business? Ask us! We know what is best because we have visited every jurisdivction that we do business with and know and understand what you need to do to comply with the law of your citizenship. Call us for a consultation if you think you might be interested in Offshore Planning, Offshore Banking, Offshore Incorporation or Offshore Insurance.
We help protect any or all of your assets whether they are large or small.
