Question 1

Do I have to switch CPAs or attorneys to work with you?

Accepted Answer

No. We frequently work alongside clients' existing professionals. We coordinate the planning so everyone is rowing in the same direction. If you need an introduction to a CPA or attorney, we have trusted partners we work with regularly.

Question 2

Is the strategy session really complimentary?

Accepted Answer

Yes. The initial 30-minute consultation is free and carries no obligation. It's how we learn whether we can actually help — and whether the fit is right for both sides.

Question 3

What kinds of clients do you typically work with?

Accepted Answer

Business owners, real-estate investors, professionals (physicians, attorneys, consultants), and families building or preserving generational wealth. Engagements are most productive when there is genuine complexity — multiple income streams, business interests, real estate, or significant retirement assets — and a desire for an integrated plan.

Question 4

Are you a fiduciary?

Accepted Answer

In the planning and advisory work we provide, yes — we put client outcomes first. Where we discuss specific products such as insurance, we disclose the nature of the relationship clearly.

Question 5

How are you compensated?

Accepted Answer

Depending on the engagement, we may charge planning fees, advisory fees, or commissions on insurance products. We disclose all compensation transparently before any work begins. You will always know how we are paid before you decide to move forward.

Question 6

I've seen 'pure trust' or 'sovereign' trust marketing online. Is that what your Private Trust service is?

Accepted Answer

No. We provide planning around legitimate, recognized trust structures drafted by licensed attorneys — including revocable living trusts and properly structured irrevocable trusts. We do not market or set up 'pure trusts,' 'common law trusts,' or other structures that purport to make assets non-taxable or place them outside U.S. jurisdiction. The IRS specifically warns against such schemes.

Question 7

Can a Self-Directed IRA really hold real estate and private businesses?

Accepted Answer

Yes, when structured properly with a specialized custodian and in accordance with IRS prohibited-transaction rules. The flexibility is real, but so are the rules — and breaking them can disqualify the account. This is where guidance pays for itself.

Question 8

Do I need a private foundation, or is a donor-advised fund enough?

Accepted Answer

It depends on the size of your giving, your desire for ongoing family involvement, and how much control and structure you want. Donor-advised funds are simpler and lower-cost; private foundations offer more control and longevity but come with administration. We help model both.

Frequently Asked Questions

Frequently Asked Questions

Articles & Insights

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Timing Is the Whole Game in Asset Protection

Self-Directed Retirement: Real Estate Inside an IRA

What 'Accredited Investor' Actually Means

Event Calendar

Estate Planning Workshop

Tax Strategy Roundtable for Business Owners

Private Markets 101 Webinar

Still Have Questions? The Best Way to Get Answers Is a Conversation.