Our Financial Solutions
Personalized strategies for every stage of your financial life
Asset Protection and Family Succession
Advanced strategies to protect your assets and ensure efficient wealth transfer to the next generations.
Retirement Planning with Tax-Free Lifetime Income
Build a solid retirement with strategies that offer tax-free lifetime income.
College Planning
Plan and finance your children's higher education with tax-efficient strategies.
Mortgage Protection
Protect your family and home with strategies that guarantee mortgage payments.
Business Succession
Plan your business transition in a structured and efficient way for the next generation.
Living Benefits Strategy
Access your wealth resources while alive for special needs or investment opportunities.
Wealth Leverage
Multiply your wealth using safe and controlled leverage strategies.
Currency Protection
Protect yourself from currency fluctuations and diversify your monetary exposure.
Binational Inheritance Structuring
Structure your inheritance considering the tax laws of Brazil and the United States.
Parallel Retirement without impacting 401(k)
Build a second retirement income source without compromising your 401(k) benefits.
Income Protection in case of disability
Ensure the continuity of your family income in case of temporary or permanent incapacity.
Shield against future taxes
Protect your wealth from possible changes in future tax legislation.
Infinite Banking for entrepreneurs
Become your own bank and finance your business projects with Infinite Banking strategies.