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Consultation

Customized asset protection plans for

non-US citizens and residents.

You will receive expert assistance in preserving personal and business assets for wealth transfer, business continuation, legacy planning, and charitable giving.
 

Details:

  • Asset protection experts create customized plans not typically available in the retail or wholesale marketplaces.
  • Resources from world class financial institutions and insurance companies are utilized.
  • A full range of assets, from real estate to liquid accounts, can be protected.
  • Both traditional and nontraditional insurance products can be utilized.
  • Privacy and confidentiality assured.
  • Individualized strategies employed to reduce costs, fees, and taxes.
  • Insurability not typically an issue.
  • Unlimited capacity for portfolio size.

Ideally suited for:

Business owners, executives, high net worth, and ultra high net worth individuals, and their advisers, including:

  • Citizens and residents of China, other countries in the Far East, Europe, and Central and South America;
  • Family offices worldwide;
  • Private Equity, and other professionals servicing this clientele

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