Building Wealth, Protecting Legacies, Securing Your Future

Estate Planning & Asset Protection: Secure your legacy and protect your wealth with strategic estate planning and robust asset protection strategies tailored to your needs.

Tax Savings & Retirement Planning: Maximize tax efficiency and ensure a comfortable retirement through expert tax-saving strategies and personalized retirement planning.

Maximize Tax Benefits and Secure Your Future

Tax-qualified plans are powerful retirement savings tools that allow business owners to reduce taxable income while saving for the future. Our expert solutions include:

• Cash Balance Plans: A unique retirement plan designed for high-income earners, providing larger contribution limits than traditional 401(k) or profit-sharing plans. This defined benefit plan allows business owners to accelerate retirement savings, with flexible funding options and significant tax deferrals.

• Other Tax-Qualified Plans: We offer a full range of tax-advantaged retirement plans, including 401(k)s, profit-sharing plans, and more, to help you reduce your taxable income while securing your financial future.

Setting Up Trusts and Businesses in the U.S.

For foreign nationals looking to invest, operate, or establish businesses in the U.S., navigating the complexities of U.S. tax laws and estate regulations is critical. We specialize in creating customized solutions for foreign investors and business owners, including:

• Trusts for Foreign Nationals: Protect your assets and reduce tax liabilities by setting up specialized trusts that comply with U.S. regulations, ensuring efficient wealth transfer and estate planning across borders.

• Business Formation & Tax Optimization: Establish your business in the U.S. with expert guidance on entity selection, tax implications, and operational strategies that align with both U.S. and international regulations.