We provide focused proactive consultations to identify key planning strategies to coincide with your life and business goals, objectives and values.
We provide thoughtful and purposeful planning recommendations designed to transfer your wealth seamlessly according to your wishes. As you walk out of your life a custom designed trust, a private family foundation, a charitable trust, and insurance planning can provide the ongoing necessary support for loved ones.
We provide advice and an array of substantial planning opportunities to nonresident aliens and family members who anticipate moving to the United States, as well as to United States persons who anticipate moving abroad temporarily or indefinitely.
We provide strategies to maintain your financial security and protect your family’s future. We use advanced creditor protection techniques generally implemented prior to an identifiable or ascertainable creditor. Our techniques include using custom designed trusts, limited liability companies in strong favorable jurisdictions, foreign companies and other options for families with significant or diversified assets.