How We Help You
Tax Consulting
Will you create tax-free growth or trim your tax bill? Make the most efficient decisions about your tax liability. Our guiding principle is straightforward: a solid financial footing rests on the pillars of wealth optimization and tax planning.
For those in the top tax brackets, you’ll gain access to advanced tax strategies which have been peer-reviewed by hundreds of CPAs in order to significantly reduce your tax liability.
Tax Mitigation
Are you paying six figures or more in taxes? Explore our innovative tax mitigation strategies designed to maximize your investments while minimizing your tax liabilities.
Redirect funds typically allocated for taxes into a business that benefits nonprofits and other enterprises with our Solar Power Purchase Agreement Strategy. Gain access to bonus depreciation to lower your current taxable income, tax credits to further pay down your tax bill and put cash back in your pocket, and an additional income stream while ensuring a seamless exit strategy.
Do you watch 100 hours of movies or television per year? An investment into our Reel Returns Film Strategy can provide significant tax deductions, often yielding a 4:1 ratio. Invest in high-profile film projects which have featured stars like Mel Gibson and Jackie Chan, turning what would be tax payments into profitable and exciting opportunities. You’ll get incredible deductions and still have equity in the film for additional upside potential and bragging rights.
Life Insurance
Experience a different approach to life insurance by using the living benefits of your policy as a financial planning tool to protect your retirement income from volatility in the market.
We’ll help you choose from strategies like:
Portfolio Protection Insurance
Accelerated Banking Strategy (ABS)
Universal Banking Strategy
Private Placement Life Insurance (PPLI)
Premium Financed Indexed Universal Life Insurance (PFIUL)
Millionaire Term Insurance
And more
Alternative Investments
Based on your financial situation and lifestyle, gain access to exclusive alternative investment opportunities in private markets such as multi-family housing, farmland, hospitality, self storage, restaurant licensing, seniors housing, oil & gas, and beyond. We emphasize the importance of a diversified portfolio across a range of investments to optimize returns and manage risk effectively.
Traditional Investments
Identify investment portfolios tailored to your unique goals, risk tolerance, and preferences. Get access to a financial advisor with quarterly meetings to ensure your goals are on track. Benefit from exposure to traditional markets and secure your future with our strategic partnerships with top-tier money managers.
P&C Insurance
Protect what matters most to you with our tailored Property & Casualty (P&C) insurance offerings. Whether you're safeguarding your business, home, or valuable assets, our insurance solutions are crafted to meet your individual requirements.
For our Ultra High Net Worth clients, we help you establish and maintain your own in-house agency at an extremely low cost, streamlining the process and ensuring your coverage remains as unique as your financial portfolio. Receive commissions on your own deals and deduct your premiums to lower your tax liability.
Strategic Partnerships
You’ll gain access to our strategic partnerships with world-class money managers, comprehensive estate planners, specialized investment funds, and niche mortgage lending strategists, ensuring solutions tailored to your unique needs. We bridge the gap between you and our elite partners to seamlessly integrate their advice with your overall financial strategy.