Superior wealth protection and risk management services including captive design and end of life tax free reorganization services
Wealth Transfer
Advanced wealth transfer strategies address asset protection, wealth preservation, asset management, business succession, taxation (income, gift and estate taxes) and non-legal and non-financial factors. Our relationships and expertise extends to all developed countries and wealth management portfolios and strategies based in all leading currencies. Contact us today to put our global relations and experience to work for you.
The following graphic is a simple example of one of many captive ownership structures designed to integrate asset protection and wealth transfer objectives with a formalized captive risk management program:
We bring expertise valuable to any high net worth and business advisory team including:
We bring expertise valuable to any high net worth and business advisory team including:
- efficient, customizable and controllable comprehensive risk management solutions;
- relationships with the leading institutional global investment and asset management firms;
- access to preferred high net worth client investment products from all leading global firms;
- industry leading experience and skill in designing custom life and annuity insurance products with a wide range of application and amazing value to clients;
- professional management and accounting services relating to any specialized programs or products that your advisory team agrees to implement.
- Click here to read a white paper on the Use of Captive Insurance Companies with Estate Planning
- Read this Journal of Accountancy article on integrating captives into estate planning
- Read this legal article on Captive Business & Estate Planning
