- 9550 S Eastern Avenue Las Vegas, NV 89123
- +1 (702) 329-0282
We’ve helped clients position and protect over $42 million in assets through advanced trust, insurance, and entity structures.
Our systems have helped clients legally avoid over $16.7 million in income, capital gains, and estate taxes.
Every plan we build is custom-designed, often shielding 100% of client wealth from probate, public record, and unnecessary taxation
Our clients typically see 20–40% more after-tax wealth preserved over a 20-year timeline versus traditional planning paths.
A: We don’t just manage money—we build private wealth systems using trusts, entities, and insurance to create tax-efficient, legacy-driven strategies the wealthy have used for decades.
A: Not at all. Many of our clients begin with a 401(k) rollover, a business interest, or $100k+ of investable capital. It’s about structure, not size.
A: A 643 trust is a complex, tax-aware trust that allows for retained income, reinvestment, and multigenerational control—all without triggering immediate taxes.
A: Yes. We operate fully within IRS guidelines and case law. The strategies we use are not loopholes—they’re fully compliant systems.
A: Real estate, crypto, private equity, life insurance, annuities, private loans—you name it. You have full control through an LLC that you manage.
Q: What happens to my assets when I die?
A: Yes—through policy loans, trust distributions, or LLC-level control, you can access liquidity without triggering penalties or taxes.
A: That depends on your income, age, family goals, and wealth transfer plan. We design policies to build cash, not just cover death.
A: Absolutely. We help entrepreneurs use these systems to protect ownership, exit tax-smart, and build wealth while running their business.
A: Schedule a consultation. We’ll map your goals, assets, and structure a system around your vision.
