Full Wealth Management Consulting and Legacy Planning

This is a full service Consulting Package for 3 month intervals. This is for a business or family that is looking to Invest, Learn business structuring, Tax planning, protection and asset management principles. This is a full Legacy play with all assets from insurance, tax implementation, trust planning and crypto currency investing rolled into one consulting fee. This is a private family office crash course.

10K monthly

Company Larger than 10-15 Employees

3500 Monthly

Family Business or small business