Maximize Wealth WithHigh Net Worth Financial Advisors
- We specialize in asset protection and tax elimination for ultra high net worth individuals
- We've worked with over 10,000 clients since 1985 and oversee $6 billion in AUM
- Contact us today for your free consultation
Asset Protection and Tax Elimination Designed for the 0.1%
Evaluation
High net worth financial planning can be a powerful tool, but it is not for everyone. We first assess the client's vulnerabilities, opportunities, and overall fit for a Dominion product.
Advisory
Once a legitimate need and fit are established, we'll propose an asset protection and tax mitigation plan according to historical case law as well as international trust law.
Implementation
Upon client approval, we start the onboarding process and begin implementation of the financial plan. If a trust is advised, we will initiate signing the trust deed and funding the trust.
Management
Asset protection is a continuous process that requires upkeep and vigilance. Core to the Dominion brand is a lifelong commitment to each of our clients and their protection.
Get in touch to consult with a high net worth tax advisor.
SellingLand in the US
$240 millionassets value
We established an offshore asset protection trust in the Cook Islands, transferring ownership of the land to the trust, thus minimizing exposure to US taxes. Cook Islands' legislation offers strong asset protection and exempts several types of taxes, effectively shielding the assets. The proceeds are further managed through a Private Placement Life Insurance (PPLI) in Bermuda, which the client loaned against to facilitate tax-free access to funds.
Client saved$48,290,000
SellingCompany in the UK
£120 millionassets value
We began by setting up an offshore asset protection trust in Nevis and a Hong Kong LLC to hold and protect the equity, then wrapped the trust in a tax-free insurance structure. Guiding the client throughout the company sale, all the income flowed into the insurance wrapper (and not the client), skirting all capital gains tax in the process. The client took a loan using these funds as collateral, enabling tax-free cash flow that he (and eventually, his heirs) could enjoy.
Client saved£23,998,800
SellingCompany in the US
$100 millionassets value
The approach began with establishing an offshore asset protection trust in the Cook Islands, paired with a PPLI policy. Thus far, you'll recognize this setup from the one used in Case Study #1, but with one significant difference. By highlighting potential liabilities and operational risks, adopting conservative financial projections, and emphasizing unfavorable industry trends and economic conditions, the formal estate valuation we secured was worth only $20 million, significantly below the internally estimated value.
After several years of continued operations and courting potential buyers, the company eventually sold for $96 million, resulting in a $76 million tax-free capital gain on the value of the PPLI.
Client saved$19,266,000
Get in touch to consult with a high net worth tax advisor.
Frequently Asked Questions
Dominion goes beyond traditional financial planning and uses more sophisticated tools to reach the goals of our high net worth clients. Tools like advanced tax elimination strategies, offshore asset protection, corporate restructuring, private equity investments, and leveraging exclusive financial products to achieve tax-free cash flows.
Extraordinary wealth demands extraordinary solutions. That is the Dominion standard.
Immediately upon becoming a Dominion client, we will assemble the team required to put you in a position to protect and maximize your wealth using every tool and legal advantage available to us.
What we do know, however, is that our expectation with most clients is complete tax elimination. The earlier in the process you find yourself in when you approach us, the more options at our disposal.
Read through our Case Studies below to get an idea of the kind of tax savings our clients are accustomed to. For many of our clients, taxes are simply optional.
We stand by every strategy we employ on your behalf, and our process is 100% transparent between you and our team. We encourage all of our clients to be actively engaged and ask questions at any point.
Given the large sums we're working with, the Dominion client's fees pay for themselves in short order. In fact, we've never onboarded a client for whom this was not the case.
We believe this fee is a nominal expense for the security, peace of mind, privacy, and the plethora of other advantages a global approach to financial planning provides.