High Net Worth Investors
You’ve built a large investment portfolio and simplified your affairs after having sold properties or business(es). You may be semi-retired or completely retired from your previous day job, but you’re still actively engaged in managing your wealth as the principle decision maker.
Your goal: to manage your affairs efficiently and to make sure that you are taking advantage of opportunities to reduce tax leakage (unnecessary tax) while making sure your vision unfolds as you want it to.
We provide the following insurance services for high net worth investors:
- Income and Asset Modelling
- Continuity Planning
- Tax Planning
- Estate Planning
- power of attorneys
- Representation Agreement for Healthcare
- estate tax liability analysis
- estate insurance strategies
- Trust Planning
- Alter Ego Trust
- Joint Spouse Trust
- Family Trust
We can help you put a plan into place that ensures your vision become reality. Call us.