Services
I offer a range of specialized consulting services designed to help individuals and businesses navigate the complexities of tax avoidance, wealth protection, and generational wealth transfer.
Tax Avoidance
Tax avoidance involves legally minimizing tax liabilities through strategic planning and the use of various tax-saving techniques.
Wealth Protection
Wealth protection focuses on safeguarding your assets from potential risks, such as lawsuits, creditors, or downturns.
Wealth Transfer
Wealth transfer services facilitate the smooth transition of assets across generations while minimizing tax implications.
Detailed Plan
Encompasses a comprehensive assessment of your landscape, outlining specific strategies for tax efficiency, asset protection, and wealth transfer.
Customized Proposal
A customized proposal delivers a tailored approach to your unique needs, with specific strategies and solutions designed to meet your objectives in full.
Custom Request
Designed for clients seeking specific advice or solutions on particular issues and challenges, providing expert insights and corrections for special needs.
01.
Billable Hours
30 Min
$50
45 min
$75
60 min
$90
75 min
$99
02.
Let’s talk about your Project.
Occasionally, I am available to consult or collaborate on a project for a client, provided that the timing is appropriate, the project holds significance, and it aligns with our mutual interests.
03.
