Services

Wealth

Wealth Structuring & Legal Entities

Wellness

-Financial Planning

-Estate Planning & Trust

-Strategic Tax Planning
-Insurance
-Outsourced Accounting
-Family Bill-Pay
-Legal Guidance
-Wealth Management
-Investment Management

Wellness

Wealth Structuring & Legal Entities

Wellness

-Wellness Resources & Education
-Travel & Event Management
-Life & Home Management
-Preferred Access & Entertainment
-Security & Privacy Protection

Wealth Structuring & Legal Entities

-Creation of Legal Entities
-Offshore Trusts & Entities
-Asset Protection
-Legal Due Diligence
-Contract Review
-Regulatory Compliance for Investments

Real Estate Property & Tax Law

Wealth Structuring & Legal Entities

-Real Estate/ Property Transactions
-Title Review & Due Diligence
-Land Use & Zoning Issues
-Tax Planning & Compliance
-Tax Optimization
-Legal Compliance
-Representation in Audits

Estate & Trust Planning

Real Estate Property & Tax Law

Risk Management & Insurance

-Estate Structuring

-Trust Creation

-Will Preparation

-Probate Management

-Power of Attorney

-Healthcare Directive

-Beneficiary Designations

Risk Management & Insurance

Real Estate Property & Tax Law

Risk Management & Insurance

-Insurance Contract Review

-Risk Mitigation