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PRIVATE WEALTH MANAGEMENT SOLUTIONS (PLUS)

PRIVATE WEALTH MANAGEMENT SOLUTIONS (PLUS)2019-09-19T19:42:23+00:00

OBJECTIVES OF OUR CLIENTS

An individual having significant assets requires specialized asset management services far exceeding the simple choice of investments.

This individual usually has three (3) objectives, namely:

  • substantially growing his (her) assets despite current taxation rates exceeding 50%;

  • protecting assets against government, commercial and personal claims;

  • optimizing the sale or transfer of assets during his (her) lifetime or as a result of death;

OUR SOLUTIONS

We provide specialized wealth management solutions on three (3) fronts:

  • tax, asset, and estate planning solutions to support the individual’s desired asset growth and his (her) intentions on asset sales or transfers, whether during his (her) lifetime or upon death;

  • asset protection solutions targeting possible claims of business creditors or of government, private, or personal claimants;

  • solving difficult tax, commercial, and personal problems which threaten the individual’s assets;

OUR SPECIALTIES

We specialize in:

  • Private Wealth Management (Plus), and

  • Solving difficult and, at times, seemingly insoluble problems.

ASSETS ARE OUR BUSINESS.