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What we do

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Tax Minimization & Sheltered Investing

Retirement & Estate Planning

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Life Insurance Strategies

We can help you structure your business or family organisation in order to be as tax efficient as possible. We will work with you to put your tax savings and accumulated wealth towards your family's future.

Our work allows our clients to rest comfortably, knowing exactly where they will be financially when they are ready to retire. Our plans will provide you peace of mind in knowing that your wealth will eventually pass to your heirs and loved ones in the most tax-efficient manner.

We ensure that you have enough, and the right type of, Life Insurance, Disability and Critical Illness coverage to protect your wealth and income.

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We are industry leaders in designing and implementing proprietary, leveraged insurance strategies. 

Services: Resources and Tips
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Philanthropy Strategies

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Wealth Management

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Trust & Foundation Strategies

True philanthropy attacks the root cause of a social problem.  

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It's easy to feel like you can't make a difference. We can help. We advise our clients on philanthropic strategies that can address causes that are important to them. 

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A carefully considered philanthropic strategy can also provide significant tax benefits in exchange for the donor's generosity.

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We provide unbiased, educated, and transparent investment advice.

 

Whether you are investing personally or through a corporate or family trust structure, we will work with you to reach your investment goals in the most effective and efficient manner. 

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We have developed strategic partnerships with investment leaders around the world that allow us to ensure our clients receive the best advice, whatever their goals may be. 

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A family trust or foundation structure can provide significant tax and inter-generational planning benefits. Unfortunately, it's a topic that is often misunderstood. 

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Whether you have an existing structure or are considering it for the first time, we will consult with you to help you understand all of the potential benefits and considerations involved. 

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We work with a trusted group of Lawyers, Advisors, and Trustees around the world who can work together to make each step of the process easy and successful. 

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