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.
- 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
Ideally suited for:
Business owners, executives, high net worth, and ultra-high net worth individuals, and their advisers, including:
- Citizens and residents of China, other countries in the Far East, Europe, and Central and South America.
- Family offices worldwide.
- Private Equity, and other professionals servicing this clientele.