Asset Protection Packages

PROTECT MY ASSETS

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Here’s a clear and concise description that outlines each package, making it easy to understand what’s included and who the package is ideal for:


Domestic Packages

Holding Company Package – $3,997

This package is perfect if you’re starting out and want strong privacy and asset protection. Here’s what you get:

  • Formation of a Holding Company in Wyoming, Delaware, or your state of choice.
  • Nominee Service for full privacy.
  • Virtual Office Address with mail forwarding for a professional front.
  • Banking Assistance – We’ll help you open a remote account with Bank of America within 48 hours.
  • 2 Hours of Consulting to help you with strategy.
  • One Real Estate Document or UCC1 filing (Land Trust available for an additional $595).
  • FinCen Compliance and submission of required BOI information.
  • EIN Assistance for clients using their SSN (if you’re not a foreigner).
  • Introduction to an Accountant for a brief 15-30 minute call to assess fit (great if you have taxable income).

Benefits: Complete anonymity, fast formation, and a strong start for your business. Wyoming’s LLC provides solid creditor protection.

Ideal for: Clients who want to start their business anonymously and protect assets with a holding company structure. It’s the first step for those looking to build their business in their home state or anywhere else.


Standard Domestic Package – $9,997

Ready for more? This package gives you everything in the Holding Company Package plus:

  • Additional LLC or Land Trust for more protection and flexibility.
  • Living Trust or Irrevocable Trust – Your estate plan will be in place to cover your assets.
  • Pour-over Will and General POA for added security in case of incapacity.
  • Help Transferring Assets into the trust, including guidance on fees for things like home transfers.
  • 2 Real Estate Documents to cover multiple properties or transactions.

Benefits: Full estate planning along with asset protection, plus a comprehensive structure that suits clients with a net worth of around $1 million.

Ideal for: Clients who need both business restructuring and estate planning, like someone with a primary residence, rental property, or a small business they want to protect and pass on to family members.


Advanced Domestic Structure – $14,997

For clients with more complex needs, this package includes everything from the Standard Package plus:

  • 2 Additional Companies (4 total) for multi-entity structures.
  • 4 Total Hours of Consultation to guide your strategy and ensure everything is done right.
  • 2 More Real Estate Documents for greater flexibility.

Benefits: Perfect for those with multiple businesses or a growing real estate portfolio. We provide more guidance and hands-on consultation, helping you maximize your asset protection and potential tax advantages.

Ideal for: Clients with a more complex asset or business structure, such as multiple rental properties or businesses spread across different states.


Ultimate Domestic Package – $34,997

Our most powerful domestic package includes everything in the Advanced Package with additional estate planning and tax benefits:

  • South Dakota Asset Protection Trust for maximum security.
  • 2 More LLCs or Land Trusts (6 total) for extensive asset coverage.
  • Swiss Bank Account Setup and conversation with a Swiss Investment Advisor.
  • Comprehensive Tax Review with our tax professionals.
  • South Dakota LLC for Trust and Investment Advisors for smooth asset management.

Benefits: The strongest protection available in the U.S., extensive tax planning, and professional trustees to ensure your estate plan works seamlessly.

Ideal for: High-net-worth clients with significant assets, multiple properties, or businesses who want the strongest domestic protection and advanced tax strategies.


Offshore Packages

Standard Offshore Package – $29,997

For those looking to protect liquid assets offshore, this package includes:

  • Cook Islands Trust or similar offshore jurisdiction trust.
  • Cook Islands LLC to pair with the trust.
  • Offshore Banking Setup for easy asset protection.
  • 2 Hours of Consulting to help navigate the offshore process.

Benefits: The strongest asset protection available globally, specifically designed for liquid assets like cash or brokerage accounts.

Ideal for: Clients anticipating litigation who want to protect liquid assets through an offshore structure. This package is not ideal for protecting real estate already subject to litigation.


Advanced Offshore Package – $39,997

For clients who need both domestic and offshore solutions, this package includes everything in the Standard Offshore Package plus:

  • Wyoming LLC Holding Company and 2 Subsidiary LLCs for more comprehensive coverage.
  • Full Compliance and Tax Review to ensure everything is optimized for protection and efficiency.
  • Real Estate Documents to manage assets.
  • Swiss or Liechtenstein Bank Setup for cryptocurrency or other liquid assets.

Benefits: Complete asset protection, tax planning, and compliance review to cover both domestic and international assets.

Ideal for: Clients with a mix of liquid and real estate assets, and those needing more comprehensive protection and tax planning.


Ultimate Fortress Package – $69,997

Our most comprehensive offering, the Ultimate Fortress Package includes everything from the Advanced Offshore Package and more:

  • 6 Subsidiary LLCs or Land Trusts to cover all your entities.
  • Full Legal Review with attorney-client privilege for maximum protection.
  • Unlimited Consultation Hours to ensure you have all the support you need.
  • Introductions to Key Professionals like lenders, insurance brokers, and accountants.

Benefits: Complete peace of mind with domestic and offshore structures, expert tax planning, and legal protection, backed by unlimited consultation and a network of professionals to support your asset management.

Ideal for: High-net-worth clients with significant assets across multiple jurisdictions who want the most robust asset protection and professional support.