Maximize Wealth WithHigh Net Worth Financial Planning

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

Access Dominion's Elite Team of High Net Worth Advisors

With proper planning and proven legal frameworks, here's how we help clients safeguard their wealth for generations.

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.

Case Study 1

$240M Asset Sale

SellingLand in the US

$240 millionassets value

Challenge

A US client needed to mitigate taxes incurred from selling land valued at $240 million to an energy company.

Solution

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

Key Insight

This strategy leverages the asset protection and tax neutral laws of the Cook Islands while taking full advantage of PPLI tax benefits on capital gains and cash flow through loans.

Next case

Case Study 2

£120M Asset Sale

SellingCompany in the UK

£120 millionassets value

Challenge

A UK entrepreneur approached us looking to sell his company valued at £120 million. Staring down a capital gains tax bill in excess of £20 million, he hired Dominion to devise a tax mitigation strategy.

Solution

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

Key Insight

Utilizing Nevis's laws for asset protection and confidentiality, combined with Hong Kong's favorable regulatory and tax environment, this structure allows the client to sell the company without incurring capital gains tax, fully compliant with UK and international tax codes. As an added bonus, the assets remain protected and confidential under the Nevis trust.

Next case

Case Study 3

$100M Asset Sale

SellingCompany in the US

$100 millionassets value

Challenge

A US client planned to sell their company, which they believed to be worth around $100 million, though they had not yet received a formal valuation. This absence opened a window of opportunity to effectively eliminate their tax obligation upon completion of their sale.

Solution

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

Key Insight

In addition to the tax-free windfall, tax liabilities on the formally recognized $20 million value were completely offset by investing in environmental tax credits. As a result, the client avoided taxes entirely on the transaction and had immediate access to $88 million via a loan taken against the insurance policy. What's more, they anticipate recovering the value of the tax credits in full within four years.

Next case

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Get in touch to consult with a high net worth tax advisor.

Frequently Asked Questions

What is high net worth financial planning?

Simply put, high and ultra high net worth individuals face unique financial challenges. Cookie cutter solutions meant for the 99% simply won't suffice.

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.
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Extraordinary wealth demands extraordinary solutions. That is the Dominion standard.

Who will I be working with at Dominion?

In addition to working directly with the chairman of Dominion, Evan Thomsen, you'll have direct access to our panel of lawyers, international bankers, SEC-registered investment advisors, international tax advisors, asset protection planners, security professionals, and former military intelligence and special operations officers.

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.

My main priority is saving money on taxes. How much can you help me save?

This will depend on many factors, such as your specific asset types, your source of income, and your overall financial picture.

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.

Is everything you do legal? I don't want to break the law.

Yes, all of our tax strategies are legal and fully compliant with domestic and international tax law.

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.

How much do your services cost?

Dominion's onboarding fee is $100,000. For this reason, we exclusively work with clients who have a net worth in excess of $10 million.

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.