WE LOVE OUR CLIENTS
The best business to be in is the business of making friends. Our friendly advice is the kind of direction we give our close friends and family.
WE ARE STRATEGIC
Our bespoke advice always aligns with your short term needs and long-term goals.We work together with you to plan the work and work the plan.
WE ARE PRAGMATIC
Our consulting is built on structured, solid and secure practices. We learn who you are, understand what you want and build your custom program.
WE ARE PROFESSIONAL
Trustworthiness, respect and privacy are at the core of our consultancy. We treat you as we would want to be treated.
When it comes to your business
and the financial future of your family,
put your trust in a company
with a proven track record of
success, dependability and integrity.
Legally avoid paying corporate income taxes with our business restructuring.
Protecting your assets now and create
a legacy for generations to come.
We provide proven legal counsel
at half the cost and twice the value.
We are a full service professional consultancy offering tax-free business trusts, estate management and legal council.
Structure your new or restructure an existing business to avoid paying corporate income taxes. We navigate the complexities of transitioning a company into a formation to legally eliminate the business's tax obligations.
ESTATE & PROPERTY MANAGEMENT
Our skilled professionals can prepare, monitor and manage
your will, living trusts (revocable, irrevocable and convertible), testamentary trusts, real property, estate sales and wealth distribution.
LEGAL ADVICE & ARBITRATION
Though we staff licensed attorneys, we are not a law firm. These lawyers ensure
our accurate advice, oversee legal instruments while simultaneously acting as trusted custodians over managed assets while also serving as arbitrators.
ANNUITIES & LIFE INSURANCE
We offer protection and provision for you, your family and business via annuities, life insurance, legal insurance, identity protection together with third party administration (TPA) services. We are bonded, licensed and insured.
What you do is equally as important as how you do it.
1. Client Consultation
We will get to know you, your family, your needs and wants while addressing all your concerns.
2. Plan the Work
We will formulate a plan and present that to you for real-time modification.
3. Work the Plan
Once decided, we will implement the solution while involving you throughout the process.
The most important distinctive of our consultancy is our relationally-oriented disposition
second only to the excellency of our profession.
We are thrilled to form ever-deepening relationships with our clients over the years which, in itself, is rewarding for us but also gives us the insight to make better personalized recommendations.
Although many of our responsibilities are ongoing we love completing the job and making sure it's right. To our existing clients, thank you for trusting us. For our newcomers, feel free to setup a free consultation.
Our staff are chosen, experienced and successful professionals who are not only hand picked but further trained and educated to remain at the top of their field.
We operate in the following states and understand the unique legal complexities of their laws afford you:
New Hampshire, Massachusetts, Maine, Rhode Island, Maryland, Virginia, North Carolina, South Carolina, Georgia, Florida, Ohio, Oregon and California.
We advise our clients with unprecedented wisdom especially during these unprecedented times.
Reach out anytime...