Our services are best suited to individuals or corporations with a minimum of $3 million* in net investable assets, or small to medium enterprises generating more than $250,000* per annum after all expenses including salaries.
There is no cost to the planning – only savings. Clients start with a no obligation meeting to discuss their profile. Clients that want to proceed pay a non refundable file fee that eventually gets offset through the plan savings.
* or the equivalent in $USD or £ Sterling.