Mission

OUR MISSION

Welcome to the World of Tax- Compliant Offshore Planning

While we have all read about the wealthy families in our society utilizing international financial structures to protect themselves from litigation, estate taxes and excessive income taxes, the typical professional or business person has generally found that the expertise required to enjoy these same benefits has been both rare and expensive. This is unfortunate since legal and effective offshore structures can be an affordable option for “ordinary” millionaires. This is our area of specialization.

Wellington Strategic Planners, Ltd. is one of the most respected names in offshore planning. Our firm has built its reputation on designing and maintaining international financial strategies that are not only effective, but are also in strict compliance with both IRS and United States Treasury Department regulations. Equally important, our work is affordable. We do not charge exorbitant fees. When we work for you, we charge fair hourly professional rates.

More importantly from our perspective, our clients have peace of mind knowing they have done the right thing for themselves and their families. If litigation unfortunately enters their lives, they do not worry about their hard earned assets going to judgments awarded by sympathetic jurors. Nor do they worry that the results of their lifetime of hard work will be cut in half at death to pay excessive estate taxes that may have been preventable. And they find that there are legal and effective ways to have their stock portfolios grow without current taxation during their lifetime.

Now is the time to investigate tax-compliant offshore planning. Call or write for a free consultation so that you can decide if this important planning tool is right for you. There is no obligation. We look forward to working with you!