Maximize tax efficiency and ensure a comfortable retirement through expert tax-saving strategies and personalized retirement planning.
Safeguard your wealth with comprehensive asset protection strategies. Utilize irrevocable trusts to shield assets from creditors and lawsuits. Implement family limited partnerships (FLPs) to consolidate and protect family assets while maintaining control.
Secure your legacy and protect your wealth with strategic estate planning and robust asset protection strategies tailored to your needs.
Leverage hybrid trust structures combining U.S. and offshore jurisdictions to shield assets while complying with IRS reporting requirements. Deploy creative tax strategies using foreign LLCs owned by asset protection trusts to enable tax-efficient global growth. For foreign nationals, innovate with various specialized trusts tailored to cross-border needs, minimizing estate taxes via valuation discounts while using treaty positions to reduce withholding on distributions.
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.
SIOUX FALLS — By abolishing the Rule Against Perpetuities, South Dakota statutory code shelters multi-generational capital from estate and transfer taxes indefinitely.
wealth.schillerstovare.com →Transferring high-beta capital gains and equity upside to grantor heirs with zero taxable gift exposure.
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NEW YORK — For enterprises generating $10M in active profits, combined marginal tax brackets absorb up to 54% of top-line earnings. Standard commercial real estate depreciation operates on 39-year schedules, deferring tax relief across decades.
By placing corporate aircraft into Part 135 charter fleets, business owners satisfy the strict 50% qualified flight use test under IRC §280F while charter revenues directly subsidize hangar, crew, and turbine maintenance overhead.
MONACO — Structuring under the Yacht Engaged in Trade (YET) regime unlocks 84 days of commercial charter operations to subsidize Mediterranean mooring overhead.
yacht.schillerstovare.com →Institutional executive rollover strategies deploy contractual zero-loss floors paired with S&P 500 index participation. Eliminates sequence-of-returns risk while compounding wealth on a 100% tax-deferred basis.
Read Annuity Dossier →Transferring asset appreciation to heirs free of federal gift taxes under §7520 hurdle rates.
Bioreactor culture-expanded autologous MSC yields in Panama and Cayman.
Replacing institutional fiduciaries with dedicated family-directed trust boards.