Strategies for Protecting Wealth
by Darrell Aviss

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Affluent investors, high income professionals and “world citizens” have vastly different needs than everyone else. You have much more to lose – to a variety of risks such as taxes, lawsuits, or faulty planning. You have a present and continuous need for sophisticated compliant strategies – strategies which incorporate and integrate tax savings, asset protection, estate, and business planning so as to save and make money.

There are many meaningful objectives behind accruing wealth: professional pride, taking care of one’s family, goals for education, and successful retirement and future self-reliance, to name a few. We can help make such objectives attainable through the following means:

• Establishing wealth structures in an integrated manner comprised of a series of vehicles aligned to your values and objectives. These may include companies, trusts or foundations using different jurisdictions as appropriate.
• Technical analysis of available tax, asset protection, estate, business, and investment technique options.
• Specializing in integrating transparent compliant domestic and offshore tax planning techniques.
• Implementation of strategies and techniques.
• Retention of qualified persons, firms, and institutions – domestic and international experts in legal, accounting, private banking , investment – with the specialized knowledge to furnish services on your behalf.