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Private Client


Fiduciary and/or Corporate Structures

Do you own assets outside of your country as individual vs. a corporate entity?
Do you have a legal structure that includes offshore assets and transfers them upon death in a tax efficient manner? 

As Wealth Protection Advisors, we partner with global providers that  facilitate expert advice to our international clientele on the implementation of  cost effective and tax efficient solutions.  The use of these multi-jurisdictional tools is carefully analyzed to provide the greatest benefit within a secure legal framework.

For more information, please contact us