Custom Strategic Plan

Custom Strategic Plan

Created specifically for the client's needs

When it’s time for a comprehensive master plan to strategically maximize privacy and gain the greatest advantage of trust structures in combination with corporation, limited liability companies and life insurance options — TrustArte offers you a Custom Strategic Plan.

Most clients build their financial lives slowly over time on an ‘ad hoc’ basis. In other words, piece by piece without a master plan. Title gets a cursory study. A corporation here, a series LLC there. Hopefully a living trust too. As the years go by so quickly after a while your portfolio needs a fresh look.

We review all of your current personal and business holdings and make recommendations how to redesign title for your portfolio. Goals include – asset privacy, reduced liability, and reduced taxes. We create a top-down flowchart diagram for you with these three factors. How you separate them is a key strategy.

  • Flow of Income and Profits
  • Path of Legal Title and Ownership
  • Hierarchy of Control

We exploit the unique legal and tax advantages of Trusts, Corporations, LLCs, and various estates in property. Then purposefully apportion them among various entities and your people for control.

Your adversaries will need to hire lawyers, accountants, and investigators capable of mastering the intricacies of Corporations, LLCs, Partnerships, Trusts and title law in various states.

Send us your list of personal and business assets and their approximate values.

No need for specific names, addresses or account numbers. Just send a basic description of the assets, along with the following:

  • How you currently hold title to each asset
  • In which state each asset is located
  • Primary function of each asset/entity
  • State of registration for any legal entity
  • Your long term financial goals

Your financial life is a movie. Lawyers, Brokers, CPA, or Financial Adviser generally only see a single frame or two. There is no macro plan.

Our job is to view your entire movie – past, present and planned future – including important people. The results give you new big picture insights, more choices and a greater sense of command.