We specialize in using advanced and sophisticated financial planning strategies for affluent families and those with corporations, including:
Discretionary Portfolio Options
Account structures that can be built and customized to your liking, removing certain companies or industries from your portfolios
Maximizing use of Corporations:
Cash Surrender Value Collateral Lending
Immediate Financing Arrangements (IFAs)
Corporate Estate Maximization
Retirement Compensation Arrangements (RCAs)
Individual Pension Plans (IPPSs)
Other Advanced Insurance Planning:
Insured Annuities
(Personal) Estate Maximization
(Personal) Cash Surrender Value Collateral Lending
Strategic use of Trusts and other Legal Structures