Resources for Strategic Wealth Planning
Tools and guides designed for founders, global families, and decision-makers ready to take action.
The right strategy starts with the right information. Here, you’ll find downloadable whitepapers, checklists, and frameworks covering tax-free retirement, global structuring, estate planning, and more. ​
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📥 No pitches. Just powerful tools you can put to work.
✅ Wealth Strategy Checklist for Founders
Download the essential checklist for founders preparing for an exit—covering structure, tax strategy, estate planning, and liquidity.
✅ Tax-Free Retirement Playbook
Explore proven strategies to create tax-free income in retirement—without triggering unnecessary taxes or restrictions.
✅ Family Wealth Planning Guide
Structure your global assets and family wealth with confidence. Get the guide to residency, reporting, and jurisdictional planning.
🔽 Download the Global Family Guide
✅ Estate Planning for Modern Families
Build a modern estate plan that reflects your values, protects your legacy, and adapts to today’s family dynamics.
✅ QSBS Eligibility Toolkit
Could your startup stock qualify for tax-free gains? Use this toolkit to evaluate eligibility and avoid common mistakes.
🔽 Download the QSBS Toolkit
✅ Private Markets Primer
Get oriented on private credit, private equity, and alternative investments—what they are, how they work, and where they fit.
