We’ve spent decades designing and refining our unique approach to risk management, tax and estate planning. The result is a methodology built on integrity, collaboration and innovation.
Many affluent and ultra-affluent individuals and families accept an onerous tax burden as inevitable. In fact, when we sit down with our clients’ clients and ask where they want their money to go when the time comes, most begrudgingly accept the burden, which looks something like this:
Then we ask: What if it doesn’t have to be that way? What if it’s possible to disinherit the IRS?
What if you could arrange your finances so that:
How is it possible to keep over 100% while legally eliminating taxes? We know because we do it every day, working hand in hand with the top family offices and law firms to design custom, innovative and powerful estate and tax planning solutions that save their clients millions.
How We Work
We build strategic partnerships with CPA & accounting firms, law firms, financial advisory, and insurance marketing firms that work with affluent and ultra-affluent individuals and families. Through those partnerships, we serve as your expert planning team, working collaboratively and focusing specifically on helping clients eliminate unnecessary taxes while protecting, preserving, and enhancing their wealth.
We understand risk.
As a result, we design custom estate and tax planning solutions that spare our clients’ clients an undue tax burden, while protecting their financial future at all costs.
We are collaborative.
For the firms we partner with, we serve as a trusted extension of their team — an expert resource that adds proven value to the end client while creating additional revenue for our partners.
We are innovative.
We have a deep reservoir of expertise and decades of experience designing innovative tax planning structures. Our sweet spot is serving as the “expert’s expert” — providing the firms we support and their clients with unique solutions that help assure and surpass their long-term financial goals.
We value integrity above all else.
Nothing is more important than that — especially when you are responsible for a family’s wealth and legacy. We promise to always serve the best interests of clients their families, no matter what!
Learn more about our services here.
