2.4.1 Planning & Managing Wealth

Estate Planning & Management

For your children, your extended family, a charitable purpose: pay it forward.

Succession Planning

Tax

Wealth Distribution including: Charitable Donations, Foundation Creation, Planned Giving

Preservation Strategies: Creditor Protection, Wealth Protection

Offshore Investment & Asset Management

Is going offshore a good strategy for you?

Preferred countries/domiciles for your situation

Trusts

Onshore, Offshore, Inter vivos and Testamentary

Economic Immigration, Multiple Citizenship

Benefits of economic immigration and multiple citizenship programs, worldwide.

In partnership with www.economigrant.com.