We guide business owners in securing and managing their profits through private banking strategies that protect assets, ensure tax efficiency, and insure an uninterrupted compounding of profits.
Provide access to capital using customized lending strategies to enable business owners to leverage their wealth while minimizing risk, enabling capital to work in multiple places at the same time.
We develop financial plans that ensure smooth wealth transfer to future generations, protecting and expanding family legacies.
we utilize the most impactful levers to enable predictable growth, even in complex markets.
Contractual, zero-risk, guaranteed growth @ 10% compounded.
Creditor protection, tax-free growth and tax-free access to funds, no 1099.
Loans are delivered to account next day, tax-free. Original account value growth curve is unabated and continues to compound at 10%.
Because loans are collateralized by death benefit, your money can work for you in multiple places at the same time. Brilliant.
PE firms want to see protection on the life of the owner and key employees.
Day one, the balance sheet of the business increases by a few million dollars, in most cases.
FREE BUSINESS VALUATION: WE WILL CALCULATE YOUR CURRENT BUSINESS VALUE AND THE POTENTIAL VALUE, INCLUDING DETAILS ON EXACTLY WHAT NEEDS TO BE DONE TO ACCOMPLISH THIS. SUBMIT THE FORM BELOW.
