Home
About Us
Strategies
Clients
Contact
More
The Ultimate Tax Elimination and Wealth Preservation Strategies
Exclusively for the Wealthy
EXTRAORDINARILY EFFECTIVE.
SUPRISINGLY SIMPLE.
INSPIRATIONALLY INFUSED.
Charitable Lead Trust (CLAT) with phantom income
Business owner contemplating a future sale of the business
Business owner with business operating income
Individual, corporation or trust with taxable investment portfolio
Hedge fund manager with "carried interests"
ETFs, Insitutional funds, and other pooled interests
Captive Insurance Companies (CICs)
Passive Foreign Investment Companies (PFICs)
Individual or family who has a private foundation
Receipt of large settlement proceeds
Business owner contemplating an IPO
FIRPTA: Non-US Citizen - Investor in US Real Property
ECI: Non-US Citizen - US Effectively Connected Trade or Business Income
Puerto Rico Act 20 Beneficiary with US Source Income
USVI EDC Beneficiary with US Source Income