Proper planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses. We believe in protecting the legacy that you have worked hard for, so we can help you decide not only what is important to you and how you distribute your wealth, but also how you plan and stay in check.
Is it possible that you need access to neutral jurisdictions? Whether it’s for wealth management or for an additional tool in your succession planning, sometimes it may be beneficial to use these structures in different jurisdictions outside of the US. We, at Ocean Financial, have the flexibility to handle multi-jurisdictions and the complex structures involved, for our high net worth clients, if this is possibly a requirement for your comprehensive planning needs.