Advance Tax Planning
We have Assembled a Team of Tax Attorneys, CPAs and Financial Advisors as Your Virtual Family Office To Maximize Your Cash Flow, Build Wealth and Build a Legacy. Schedule NowAbout Me
The ultra wealth have what is call a Family Office. A Family Office is reserved for people with over $100 Million in assets. It’s an office where they employee teams of attorneys, CPAs and financial advisors to comb through their finances to make sure they are maximizing their wealth!
The Family Office strategy really is only profitable at those higher net worth level. But… We have built a Virtually Family Office. We have outlined about 71 different strategies to that Family Offices utilize and have brought them to businesses of America. We can help businesses of all sizes and any industry better navigate the financial landscape to better utilize their capital.
Our Strategies…
- Increase Cash Flow
- Build Wealth
- Create a Legacy
Advance Consulting Services…
- Augusta Method
- Leveraged Life Insurance
- Private Placement Life
- Insurance
- Mergers & Acquisition
- Acquisition Financing
- Mezzanine Financing
- Bank Financing
- Private Equity
- Fringe Benefits
- Augusta Method
- Leveraged Life Insurance
- Private Placement Life
- Insurance
- Mergers & Acquisition
- Acquisition Financing
- Mezzanine Financing
- Bank Financing
- Private Equity
