Our Approach
The American Wealth Strategists
Life | Business | Success
Schedule a Free Discovery Session and Let’s Get to Know Each Other.
Find Out More About What American Wealth Strategist Multi-Family Office Can Do for You, Your Business, Your Family And Your Success.
Find Out More About What American Wealth Strategist Multi-Family Office Can Do for You, Your Business, Your Family And Your Success.
What We Do
Legal Services
- Real Estate Strategies
- Corporate Entities
- Trusts & Foundations
- Legal Service Contracts, Up to and Including General Counsel Legal Service Contracts
- Title and Real Estate Closing Services
Tax & Accounting Services
- Personal, Corporate & Trust Federal and State Tax Returns
- Accounting/Bookkeeping
- Fractional CFO Services
- Integrated Tax and Income Plan Design
- Annual Consolidated Net Worth Statements
- Cash Flow Analysis
- Monthly Entity Accounting and Reporting
- Annual Status Reports Compared to Plan
- Online Access to Custom Reports
Investment Strategy & Implementation
- Investment Policy Development
- Asset Allocation Plan Development
- Investment Managers Selection
- Investment Vehicle Structures
- Portfolio Management
- Custodial Oversight
- Core Asset Class Oversight
- Alternative Asset Class Oversight
- Special Asset Class Research
- Allocation and Rebalancing Oversight
Retirement Planning
- Start planning early in life for the rest of your life
- Proprietary planning tools to project lifestyle and expenses
- Don’t outlive your money
- Avoid unnecessary taxes in retirement that consumes savings
- Avoid paying high Medicare premiums with strategic planning of income
- Prevent taxes on Social Security benefits by realigning income streams
- Reduce taxes on retirement accounts by 90%
Insurance Strategies
- Comprehensive Insurance Reviews
- Unique strategies to use tax favored treatment of income to your advantage
- Change income from “Always Taxed” to “Never Taxed”
- Strategies that the Ultra-Rich use for tax free generational wealth
Wealth Transfer Planning
- Development of Objectives
- Multi-Generational Snapshot of Existing Strategies
- Retirement Planning
- Legal and Tax Strategies Under Consideration
- Financial Modeling of Alternative Strategies
- Explanation of Plans to Owners and Beneficiaries
- Action Plan to Implement Changes
- Implement the “Family Board of Directors”
Trusteeship Services
- Trust Administration
- Investment and Beneficiary Education
- Advice on Distributive Duties
- Selection and Training of Trustees and Protectors
- Beneficiary Education and Mentoring
- Estate Administration
Lifestyle Improvement
- Time tested techniques to prepare you to take your business, your finances and your family to the next level of wealth
- Create real, lasting wealth with a coordinated advisor approach that saves you time, money and gets you a better outcome
- Elevate your standard of living by using various structures that reduce taxes, minimize capital gains, thereby allowing you to keep more of your hard earned money
- Realize an increase in net worth by retirement by up to 10X, even if you are starting late
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Family Continuity & Education
- Family Governance
- Family Education Plan
- Family Meeting Coordination
- Leadership Training
- Career Planning
- Coaching and Mentoring
Family Philanthropy
- Multi-Generational Objectives
- Personal Giving Programs
- Foundation Trustee Training
- Private Foundation Management
- Governance and Board Development
- Strategy Analysis and Implementation
With your unique vision in mind, we focus on
helping your family thrive for generations.
helping your family thrive for generations.