Client need:
Start-up business required a structure that offered asset protection and allowed for future franchise expansion of the business.
Client investment:
- Approximately 1-2 hours of interview time for establishing the parameters
- $2-3k of consulting time to provide structure advice AND the steps for execution including set up of the trusts, companies and all other compliance issues
Client benefits:
- Piece of mind in trust and company structure that will last 2 generations of family members
- Flexibility not to constantly spend money on structures when the business grows
- Simple and low maintenance that doesn't hurt the bank during start-up phase
