Do I need a minimum amount of wealth / assets to qualify?

  • We’ve worked with thousands of clients in all 50 states and pride ourselves on being able to help almost everyone.
  • Asset Protection: There is no minimum amount to get asset protection, although we recommend starting once you have two or more properties. However, what matters more is about how large you want to scale down the road and how much you want to buy up front.
  • Tax Strategy: Normally we recommend having at least $150k in annual household income and paying $20k in tax to see a big return on investment from tax planning.