It must be protected (through bullet-proof asset protection and privacy structures)
It must be defended (through legal tax-deferral strategies)
It must leave a legacy (through philanthropic endeavors)
You deserve a bespoke, fiduciary relationship with a team whose only interest is you.
We are not "investment advisors". We assume you have your own and we work together with them for your benefit.
The Rockefeller family crafted multi-generational wealth structures that continue to provide them with ultimate privacy, risk reduction, asset protection, and unparalleled tax advantages.
It's been said that only a handful of attorneys in the country know how to establish these types of structures.
Here at Total Wealth Strategies, you'll benefit from Rockefeller's methods.
As a successful entrepreneur, investor, or business owner, you know you need protection.
But do you have the right protection? Do you have total protection?
If you're like most high-net-worth individuals, it's not likely.
Our expertise is in the strategic protection and growth of your wealth, for now, and for your future generations.
Let's talk! Bring your advisors to a No-Obligation High-Value Outcome call with us.