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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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