About Us

Available in most States, we guide individuals and families through complex lifestyle transitions who have experienced a sudden onset of wealth, including the preservation of assets from predatory individuals & advisors.

So why do business with us? In short, we are uniquely qualified and immensely experienced in high wealth planning techniques. We also can address situations where other advisors fail.

Our Expertise

Legal

From corporate entities to complex trusts, we can address your foundational and supplemental estate structure, including a legal dynasty plan for perpetuity.

Financial

From policies to investments to real estate projects, we use low to no-risk vehicles to provide our clients with asset protection, lifetime income streams, and superior aggressive growth legacies. See our Planning Guide page by clicking on Learn More below to research some sample tools we use for our clients.

Get in Touch

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PHONE

(800) 459-0848

 
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FAX

(866) 899-4087

 
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EMAIL

Contact Form

 
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Principal Offices

San Antonio, Texas