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 non-traditional insurance products can be utilized.
• Privacy and confidentiality are assured.
• Individualized strategies are employed to reduce costs, fees, and taxes.
• Insurability not typically an issue.
• Unlimited capacity for portfolio size.

Interested in discussing your unique situation? Contact Us