Choose the right plan to protect, grow, and scale your wealth.
Every package is designed for discerning clients who demand excellence in wealth protection and estate planning. Each carefully structured plan builds upon proven strategies used by the world's most successful families and institutions.
Secure your legacy
Meticulously crafted estate plans that protect your assets and ensure your wishes are carried out with precision.
Foundational Estate Plan
- Last Will & Testament
- Power of Attorney
- Living Will
- Basic asset schedule
- Legal review of existing documents
Growth Estate Plan
- Everything in Foundational
- Revocable Living Trust
- Pour-Over Will
- Trust funding guide
- Tax and succession planning
Legacy Wealth Protection
- Everything in Growth Plan
- Irrevocable Trusts (SLAT, GRAT, etc.)
- Multi-property/multi-state planning
- Charitable giving options
- Ongoing trust reviews
Premier international jurisdictions
From basic offshore LLCs to multi-layered structures — unparalleled protection against litigation, creditors, and regulatory overreach.
Offshore Entry Package
- Offshore LLC formation
- Offshore bank setup
- Basic trust documents
- Nominee services
Offshore Wealth Shield
- Includes Entry Package
- Belize or Nevis Trust
- Virtual office & mail forwarding
- Compliance advisory
Global Asset Fortress
- Cook Islands Trust
- Multi-entity layering
- Professional trustee
- Asset titling & legal support
Build the corporate foundation
Robust business structures that provide operational flexibility, tax efficiency, and long-term growth potential.
Startup Launch
- LLC/Corp filing
- EIN registration
- Operating agreement
- Registered agent
Growth & Compliance
- Includes Startup Package
- Governance framework
- Annual meeting templates
- Compliance calendar
Institutional Structuring
- Multi-entity registration
- Cross-jurisdiction setup
- Custom board policies
- Legal & strategy consulting
Mission-driven organizations
From simple 501(c)(3) entities to complex faith-based structures — full IRS compliance with maximum operational effectiveness.
Nonprofit Launch Kit
- 501(c)(3) or 508(c)(1)(a) filing
- EIN application
- Bylaws & declarations
- Founding documents
Donor Ready Package
- Includes Launch Kit
- State charity registration
- Board support
- Donor system setup
Faith-Based Framework
- Complete Donor Ready Package
- Strategic tax planning
- Grant & fundraising strategy
- Long-term governance
Up to $1M without personal guarantees
Our 3-tier system systematically develops your business credit profile through strategic trade lines and credit score optimization.
Tier 1: Foundation
- DUNS setup
- 3–5 Tier-1 vendors
- Business profile cleanup
- PAYDEX starter strategy
Tier 2: Growth
- Includes Tier 1
- High-limit vendors
- Strategic banking relationships
- Regular strategy calls
Tier 3: Funding Ready
- Corporate credit cards
- Credit stacking strategies
- Dedicated advisory support
- Maximum funding access
Take the next step in protecting and growing your wealth.
Consultation fees are credited toward the total cost of services if you elect to proceed.