Guardians of Generational Wealth
Signed in as:
filler@godaddy.com
Guardians of Generational Wealth
Safeguard your earnings from capital gains taxes and changing tax codes.
Say goodbye to taxes on capital gains, rental revenues and 1031-Exchange limitations
Completely mitigate legal and tax liability to grow your business and investments faster
The lifestyle in future financial goals of most families and individuals depend on their household security. Without that security, their lives could change immediately and their future could be drastically altered. Asset protection planning is proactive legal action that protects your assets from future creditors, divorce, lawsuits or judgments.
This involves a series of legal and lawful techniques that can deter lawsuits. It can also provide you with settlement negotiation power. Most importantly, it can help prevent the seizure of your assets in the event of a judgment.
There are several powerful strategies that can help give your family greater security as well as help you accomplish other financial goals. The best time for estate planning and asset protection is NOW before a crisis overtakes you. The proprietary wealth management strategies we provide are a sure and safe road to financial freedom, providing the ultimate in tax mitigation, asset protections, and privacy. Our proprietary organization strategies have been one of the best kept secrets of wealthy, financially sophisticated Americans for decades. Now they are available to you.
Schedule an appointment today. Let's sit down and talk, then you can decide which of these strategies will provide the most value to you.
Richard has served as the owner and manager of trust services for CDAMT since 2012. His responsibilities with the organization involve working closely with clients to instruct them on all relevant aspects of trust management, and to help them place assets into Trusts for financial security. Under Richard‘s management, CDAMT currently serves a client base that exceeds 1,100 individuals.
For the past five years, Mr. Howard has concurrently directed trust implementation and provided extensive customer education as a trust facilitator for Masters Copyrights, LLC, in Houston, TX. This organization focuses on private trusts, business trusts, charitable trusts, real estate trusts, and petroleum trusts that are each carefully designed to provide significant tax and asset protection benefits. Mr. Howard is also a trustee of United Mission for Nonprofits of America, a charitable trust that raises funds to house and support homeless veterans.
Dominic began his entrepreneurial and financial services career in 2003 after leaving Agilent Technologies. With a career spanning Real Estate , finance, insurance and Business development for clients in multiple industries, Dominic has made a career of optimizing opportunities for clients. An avid problem solver and student of life, Dominic has worked to master adapting to changing markets, regulations and develop adaptive business strategies for clients.
(415) 598-8910
Sherman is a family man, business owner and entrepreneur. Sherman has a very unique skill set of building strong, loyal and long-time business relationships. With many years of formal sales and conceptual sales training with top 100 corporations. Sherman launched his first business venture at the age of 15 and has never looked back. Sherman believes and practices "win-win" in all of his business transactions. "Being upfront and honest when dealing with situations in life, may not be the most popular way to conduct business but it is the best way."
(972) 698-5650
Non-Grantor, Irrevocable, Complex, Spendthrift Trust
Download examples, forms and reports for your research.
Discover how STA can benefit you and your goals.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
3001 South Hardin Boulevard, McKinney, Texas 75070, United States
Open today | 09:00 am – 05:00 pm |
Monday - Thursday: 9am - 5pm
Friday: 9
Saturday - Sunday: By appointment
Copyright © 2022 Spendthrift Trust Advisors - All Rights Reserved.
Powered by Freedom
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.