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.