Innovative Solutions - Delivered
I have over 30 years of experience as an attorney, insurance agent, entrepreneur, business consultant and strategist. I have launched, operated and sold several successful businesses and worked with hundreds of entrepreneurs in developing, financing, structuring and managing their enterprises. I have a particular passion for working with startups, independent contractors, professionals and other small for profit and not-for-profit organizations.
After a long and successful career I am looking to slow down from working on large complex projects and desire to work with more diversified and exciting opportunities to assist other businesses to grow and prosper.
I have Particular Expertise in off-shore business structuring and tax planning in the U.S. Virgin Islands which provides more advantages for U.S. and foreign businesses than most other off-shore jurisdictions.
KEY AREAS OF EXPERTISE:
Trusts & Estates
Life & Health Insurance (licensed)
CLIENTS & INDUSTRIES SERVED:
Day Traders, Hedge Fund Managers, Commodity Brokers
Athletes, Musicians, Performers
Sports & Entertainment Industries
Online and Technology Businesses
Entrepreneurs & Start-ups
Small to Mid-size Growing Businesses
Freelancers, Independent Contractors and Consultants
Off-Shore Tax & Business Planning
Corporate Planning & Structuring
Personal Tax & Estate Planning
Captive Insurance Planning
Legal Document & Contract Drafting
Tax Planning and Tax Reduction Strategies
Business Plans & Feasibility Studies
Legal & Business Research
Insurance & Financial Services Marketing
Although I am new on Guru I have been an oDesk/UpWork client since 2012 with a 5-star 4.98 rating after 53 reviews.
I look forward to being of service to you.
Fee arrangements are either hourly, flat rate or a combination as negotiated with clients on a case-by-case basis.
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