Business Owners

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Are You a "Successful" Business Owner?

Does your business have more than $10M in annual revenue?

Does your business net more than $1M in annual profits?

Do you want to protect your family's financial independence for generations?

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Give Your Estate Plan a Tune Up

Remove up to 99% of your business's value and future earnings from your TAXABLE ESTATE for 365 years or more while maintaining majority control!

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Business Sale Capital Gain Mitigation

Upon the sale of your highly appreciated assets or business, defer some or all of your capital gains tax up to 30 yrs.

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Tax Efficient Asset Management

Tax-free income streams

After-tax out-performance of relative index