Strategic Consulting And Advisory Services

We Work With Our Clients To Align Their Monetary And Non-Monetary Goals, Dreams, And Objectives

We Help Our Client Gain Clarity And Structure In Their Multi-Generational Wealth Management Plans

Here's a 30,000 foot view of how we help our clients reorganize and restructure their assets and wealth to accomplish their goals and dreams

Here are some of the strategies we can assist with:

1: Comprehensive Estate Planning:

Everything owned at the time of one's death is a part of their estate, and an estate has to go through the probate process to be "distributed" in accordance with the deceased's wishes. Probate can be a long and expensive process, is public, and can be time consuming.

Our estate planning process generally involves:

  1. Identifying your short and long-term wealth protection goals (during your life and after death).

  2. Incorporating wills, trusts, and powers of attorney to carry out those goals strategically.

  3. Structuring estate plans to lower potential probate costs and transfer taxes (estate tax, inheritance tax).

  4. Incorporating asset protection strategies to protect personal assets from lawsuits and creditors.

Our goal is to help you figure out what assets can go through probate, what assets could be removed from your estate to avoid probate, and the technicalities involved in each of those strategies.

2: Asset Protection Solutions:

Asset protection could relate to the protection of business assets or personal assets. Let's break down personal assets further into "essential" assets (main residence, personal vehicles, etc.) and "investment" assets (rental properties, stocks, shares, crypto, etc).

When we dive into strategies related to asset protection, we generally look at how:

  1. Business assets can be protected from lawsuits or conflicts from internal or external parties.

  2. How to use commercial (LLCs and Incorporations), pass-through (wills and trusts), and tax-exempt (nonprofits and foundations) entities to hold, buy-sell, trade, control, and safeguard assets.

  3. Creation of holding companies and other legal entities to create anonymity and privacy.

  4. Use of other strategies to deter creditors from pursuing your assets (becoming judgment-proof).

    Since 2005, we have worked with thousands of people who have needed asset protection from all sorts of lawsuits, risks, threats, notices, and frivolous claims.

3: Tax Planning and Reduction Strategies:

As a general rule, all income is taxable, regardless of the source, unless there's an exception or exclusion that applies. We have examined thousands of cases and hundreds of official publications to help people understand the technicalities of the tax code, so they are making smart and informed decisions.

We provide education, strategy, and consulting around several tax topics, including:

  1. Developing tax-efficient strategies to minimize income, estate, capital gains, and gift taxes.

  2. Utilizing tax-deferred investment vehicles and charitable giving strategies.

  3. Advanced tax planning strategies for business exits, liquidation of stock, sale of assets, etc.

  4. Analyzing tax implications of transferring assets through your estate versus a trust.

  5. Analyzing tax advantages of using tax-exempt vehicles such as private foundations.

    There is no one-size-fits-all strategy when it comes to tax reduction, and you should be extremely careful when purchasing services that offer a "loophole" or "one-size-fits-all" legal solution that claims to reduce or defer taxes.

4: Business Sale, Transfer, and Succession:

Business succession relates to the smooth transfer of ownership and control of a business, whether that's to an existing business partner, employee, outside party, or to family members. This can involve steeping down from your position as CEO/Owner, selling the business, transferring the business to a trust, or a combination of these strategies.

Here are some of the questions and factors that we dive into:

  1. Creating succession plans for smooth ownership and management transition.

  2. Drafting buy-sell agreements, transfer agreements, and shareholder agreements.

  3. Advanced strategies for transferring a family business to heirs (FLP vs Trusts vs Other).

  4. Considerations when selling or exiting the business to reduce capital gains taxes.

5: Strategic Philanthropy Services:

Philanthropy generally refers to the donation of time, talent, or treasure, or a combination of all three, in a strategic, habitual, and long-term manner. Charity is generally the donation of time, treasure or talent in a sporadic, one-time, or irregular manner.

We have extensive experience in helping business owners, investors, and individuals transform into purpose-driven philanthropic leaders in their communities through the incorporation of public or private nonprofit organizations. This is referred to as strategic philanthropy - the fusion on your financial bottom-line with an impact bottom-line.

Public nonprofits, are incorporations that have been exempt from federal taxation under 501(c)(3) of the tax code. They are generally structured to further charitable, religious, research, youth sport, or educational initiatives.

If they are funded by multiple sources - They can generally classified as public nonprofits. These organization can receive grants and donations from the government, from nonprofits, from corporations, or from individuals. They can offer goods and services to the public.

Examples: Harvard University, MIT, Red Cross, Goodwill.

If they are funded by one primary source - a corporations or a family, they are classified as private foundations. Private nonprofits can be created to serve the public (museums, zoos, etc.), or they can be structured as "non-operating foundations", which are investment, donation, and grant-making organizations. Here, the family sits on the board, invests the funds, and donates 5% or more every year to other nonprofits.

Examples: Gates Foundations, Buffet Foundation, Toyota Foundation, Honda Foundation, etc.

Here are some of the services we provide for nonprofits and foundations:

  1. Establishing private foundations (we call this a Charitable Impact Fund™).

  2. Developing charitable giving strategies aligned with client's values.

  3. Developing a robust "corporate philanthropy" program that aligns for-profit and nonprofit missions.

  4. Ongoing education, mentorship, and support services for board members

6: Asset Sale, Exit, and Transfer Strategies:

If you are looking to sell assets, whether real estate, public stock, private stock, crypto, retirement accounts, IRA, Roth, 401K, vehicles, farm land, etc. - we can help. We typically like to get engaged before the sale, exit, or withdrawal happens, but we can help you after the fact, in some situations.

Here are some of the strategies that we can help with:

  1. Conducting investment strategies and developing customized portfolio strategies.

  2. Monitoring investment performance and making strategic adjustments (as needed).

  3. Advanced business exits, M&A, asset sales, or asset protection strategies.

  4. Asset donations to private foundations vs donating gains to the founadtion.

7: Business Pivots And Asset Monetization:

Business moves at the speed of light, and changes in the economy, the laws, and even case ruling can impact your business, unless you pivot and adopt. Darwin's quote, adapt or die, holds true for businesses as well, as our team knows all about the art and science of pivoting.

Here are some of the strategies we can help with:

  1. Business restructuring and pivoting, including entities and tax structures.

  2. Asset reclassification, sale, transfer, and donations.

  3. Asset and IP monetization strategies, including licensing, M&A, or exits.

8: Estate, Trust, and Foundation Support:

LLCs, incorporations, wills, trusts, and foundations are more than documents designed to stored on a shelf, these are entities that need constant updates and maintenance to ensure they are in compliance and being used effectively.

  1. Commercial entity compliance services - LLCs and Incorporations

  2. Pass-through entity compliance - wills, revocable trusts, and irrevocable trusts

  3. Nonprofit entity compliance - public nonprofits, and private foundations

  4. Support services for the parties involved - grantors, trustee, and beneficiaries

9: Joint Ventures and Strategic Alliances

We not only setup hundreds of joint ventures and strategic alliances for clients, but have engaged extensively in joint ventures ourselves, since 2001. We have the knowledge, experience, and support services that can help you consider, engage, or even offer robust joint venture opportunities.

Here are some services we offer:

  1. Examining legal documents and spotting conflicts

  2. Strategies related to ownership and distributions of assets upon dissolution.

  3. Strategies related to funding, growing, and managing the joint ventures.

  4. Exploring our flagship joint venture program: Law Firm In A Box with those interested in learning these strategies and offering it to their clients.

Application of these strategies

3 Real-Life Examples

Read through 3 in-depth case studies (real cases) where these strategies are applied to solve the client's wealth protection, preservation, and transfer goals using a combination of different legal strategies and entities.