Entrust your planning to a team that understands your risks and goals. This is your space, your strategy, your time. Complete the following form to take the first step. A member of our team will contact you to schedule your first meeting and send you the personalized budget questionnaire.
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Professional and confidential financial analysis
We review your current financial situation using a structured methodology that includes a diagnosis of income, debt, expenses, assets, and risks, with the goal of identifying areas of vulnerability and opportunity.
Personalized and ethically responsible recommendations
Each proposal is tailored to your real needs and financial goals, without hidden interest or unnecessary products. Our commitment is to your financial well-being and your long-term trust.
Clear explanations by certified professionals
We have authorized representatives, CPAs, attorneys, and financial planners who will explain each step, product, and legal structure clearly and professionally, tailored to your financial knowledge level.
Comprehensive planning with continuous monitoring
Our support doesn't end with implementation. You'll receive periodic reviews, strategic adjustments, and ongoing support to ensure your plan evolves with you and your personal or business goals.
What will you receive?
How does the process work?
1. Initial evaluation - "Your first consultation"
Complete our specialized questionnaire. This way, we'll get a clear picture of your financial profile, goals, liabilities, current coverage, and vulnerabilities.
2. First meeting - "Reading of results and financial laboratory"
In this virtual or in-person consultation, we'll analyze your information together, provide you with a budget sheet to determine your actual investment margins, and begin outlining the necessary tools (insurance, annuities, legal structures).
3. Second meeting - "Financial treatment plan"
Our team will present you with a course of action based on your goals, financial capacity, and planning horizon. This will include:
Recommended products (according to identified needs)
Legal structures if applicable (such as trusts or purchase-sale agreements)
Assignment of experts by area (CPA, attorney or authorized representative)
4. Third meeting - "Implementation and execution"
We'll process the paperwork and sign the relevant applications, schedule additional meetings with your CPA or attorney if necessary, and establish a long-term follow-up plan.
Because protecting your assets isn't a luxury. It's a responsibility.
Asset Protection for High-Income Professionals
Strategic financial diagnosis designed to protect what you have worked hard to build
As with any specialized medical consultation, your financial situation requires a clinical, precise, and personalized analysis. If you are a doctor, lawyer, entrepreneur, or professional with an annual income exceeding $100,000, this is the first step toward a financial structure that is protected from taxes, lawsuits, and financial uncertainties.
We have a multidisciplinary team of experts—licensed representatives, attorneys, certified public accountants (CPAs), and certified financial planners—who will analyze your profile and develop with you a clear and professional strategy to protect your assets and future income.