We provide a comprehensive range of estate and tax planning strategies and work with clients with all sorts of unique and special backgrounds and goals.
We approach estate and tax planning like a game of chess: it involves strategy, tactics, anticipation of several future moves, and the creation of several alternatives that can counter or reduce any adverse results.
Services we offer
Estate & Tax Planning and Strategies
Simple and advanced estate and tax planning strategies for business owners, individuals, investors, C-Suite Executives, and families looking into estate planning.
Strategic Philanthropy & Impact Investing
Strategic philanthropy and impact investing or individuals looking to "control wealth, not own it" through the strategic use of foundations.
Mini Family Office Strategic Services
Mini Family Office™ Strategic Services which creates a centralized wealth management system that aligns all your law, tax, and finance teams together.
Business succession & preservation strategies
We offer business consulting and succession strategies for small businesses that want to pass their companies or shares to heirs
Tax-Savvy Asset liquidation and exits
We assist with the strategies revolving around the liquidation or sale of an asset, whether personal, investment, business, or even inherited assets
LLC, INC, partnership, and 501c3 Nonprofit Filings
We offer a range of strategic and filing services that cover partnerships, limited liability companies, incorporations, and nonprofit organizations
We invite you to schedule a free consultation with our team to discuss your goals and determine if, and how, we can best serve you
How we work with clients
Single Transaction Focused
We can offer estate and tax strategies in a piecemeal fashion, if needed, which can involve accomplishing a specific outcome
Annual Engagement
Many clients prefer an ongoing engagement that involves ongoing consulting and mentorship
Strategic Partnerships
We are entrepreneurs and investors at heart and create profitable and mutually beneficial partnership as well
Pricing options we offer
Lump-Sum Payment(s)
Many clients opt to pay a lump-sum payment(s) at a discounted rate, which can offer significant savings based on terms and scope of our engagement
Month-to-Month Subscription
Many clients prefer to retain us in a consulting capacity, where a monthly payment makes more sense rather than a one-time or lump-sum payments
Retainer + Performance Based
Assets Under Restructuring™: We offer a unique option for long-term clients that involves an initial retainer and a percent of assets protected or taxes saved
We Invite You To Schedule A Call To Discuss How We Can Work Together
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IMPORTANT: LEGAL DISCLAIMER
The information contained on this page does not constitute legal, tax, of financial advice and is strictly for educational and entertainment purposes only. Please consult an attorney or advisor in your area to get a second opinion on legal matters. We are a consulting firm that houses attorneys, accountants, and other licensed professionals who who execute strategies for our clients. No attorney-client relationship is formed by scheduling a call, filling out forms, attending workshops, participating in the Hotline, or by sending us an email.