Wealth Building & Wealth Preservation
for Smallbiz Owners & Professionals
"No Time" is what many smallbiz owners and successful professionals say, especially when considering a strategic, cohesive, and holistic plan for entering the next career or retirement and enjoying families and wealth. Second or third careers or retirement often "just happen" and then only after confronting several costly stumbling blocks. We help anticipate stumbling blocks before they emerge and resolve those that may be in your path.
Additionally, we provide service for U.S. clients with international assets that are important to their legacy.
If you are a small business owner or professional or both, we use LLCs and other mechanisms and strategies so you and your family can legally and practically retain the greatest portion of your assets during a risk event, such as a frivolous lawsuit or an erroneous creditor lien, allowing you to enjoy the fruits of your labor during your lifetime.
Our Family Wealth Preservation Plan™ provides a solid, integrated system needed to build, preserve, enjoy, and transfer not only your wealth but the values behind creating and sustaining that wealth. Our plan helps to ensure that all of your vital life spaces are developed and enjoyed to the fullest.
If you are a small business owner or professional or both, we use LLCs and other mechanisms and strategies so you and your family can legally and practically retain the greatest portion of your assets during a risk event, such as a frivolous lawsuit or an erroneous creditor lien, allowing you to enjoy the fruits of your labor during your lifetime.
Our Family Wealth Preservation Plan™ provides a solid, integrated system needed to build, preserve, enjoy, and transfer not only your wealth but the values behind creating and sustaining that wealth. Our plan helps to ensure that all of your vital life spaces are developed and enjoyed to the fullest.