Our services focus on using the money you would normally pay as taxes to instead benefit you and your beneficiaries for many generations to come.
We combine common and less-known strategic planning tools to create asset protection structures that shield and build your wealth for years to come. We are not financial advisors. We welcome relationships with your financial advisors and team members.
We can help prepare your current business for sale and advise you on wealth building techniques to make smarter future business purchases.
Step 1) Full Business Analysis
We will give your business a preliminary evaluation and then present its potential value. We will break down your business into 18 business drivers and show you where the gaps are. Finally, we will show you and your team how to fill these gaps.
Step 2) Appropriate Tax Structure
Your business needs an appropriate tax structure that aligns with your long-term business goals. We excel in building structures that are consistent with the practices of wealthy multi-generational families.
We live in a sea of riches we don't even think about. Aligning your values shifts your perspective towards success, which, with careful and thoughtful legacy planning, can last through generations..
See how we can help get you there...
Step 1) Analyze Your Current Plan
Do you currently have a legacy/estate plan? Have you even thought about it? This is the heart and soul of our business. Through our analysis, we will be able to compare your plan with those of successful multi-generational families. From there, we can start to fill the gaps and get you on the right track towards protecting what matters most.
Step 2) Protect What Matters Most
Now that you recognize what is most valuable to you, let us help you keep it. With our methods, we can help you maintain a system of building individual and family strength. Plus, we are constantly looking for unseen opportunities to grow wealth in relationships.
In one strategy session, we can provide tax saving tips that can earn you upwards of $150,000 in tax savings.
Here's how we do it...
Step 1) A Detailed Analysis
We take a look at your business structure, goals, and how your income, deductions and capital assets are built. We will especially look at Intellectual Property, trade secrets, email lists, and income generating funnels as reclassification opportunities. We will look for opportunities of passive income through rents, leases, royalties, and licenses as well as opportunities for additional deductions.
Step 2) Goal Alignment
Do your goals accurately reflect what is really important to you? And does your business structure reflect that? Are there alternative ways to approach your goals that might be more productive, more powerful, and more reflective of what successful multi-generational families do? Are you unintentionally handicapping your business or increasing risks unnecessarily? We will help you to see the opportunities and seize them.
Step 3) Tax Plan Implementation
What if you could pay taxes on only what you need rather than on what your business(es) are earning? We give you options which allow you to control more money, grow with more money, and have your own family bank. How much will you save and how much benefit will you enjoy with any alternative structures? Let us show you!
Want More Information?
Have questions about our services? Want to learn more about how to build and maintain your wealth, protect your family's legacy for future generations, and reduce your estate and capital gains taxes?