About Us

Our Passion

...is to help individuals and families fulfill their potential. We strive to make a difference for families who choose to integrate best legal and heritage practices.

We represent a successful alternative to undesirable outcomes after you are gone: family fights, wasted community potential, hard feelings and the terrible waste of unprepared heirs. These are the rule rather than the exception....and this is unacceptable to us. We are not money managers or insurance people. We are attorneys with decades of focused estate-planning experience working with other lawyers, solicitors and professionals.

Our passion is to provide a global platform to strengthen families and cooperating advisors.

Our legacy is to strengthen your potential and your family's human capital leverage for the benefit of future generations. We argue that our enemies and yours are the stale way of doing things, the success of litigators, news people and others who prey on the tragedies that too frequently follow family and individual heir failures.

For us, whatever we can do to leverage your capacity individually and as family, we will be doing. Don't let your parents or grandparents pass before we help you capture and protect their love and lessons.

We help you adopt heritage practices that enhance the blessing of your life’s work to family well-being for generations to come.

 

Testimonials

"Here's a testimonial."

 

- From an Aggie

"Here's another."

 

-From an Aggie

"Here's another."

 

-From an Aggie

Our Process

01

A Detailed Analysis

We take a look at your business structure, goals, and how your income, deductions and capital assets are built. We will especially look at Intellectual Property, trade secrets, email lists, and income generating funnels as reclassification opportunities. We will look for opportunities of passive income through rents, leases, royalties, and licenses as well as opportunities for additional deductions.

02

Goal Alignment

Do your goals accurately reflect what is really important to you? And does your business structure reflect that? Are there alternative ways to approach your goals that might be more productive, more powerful, and more reflective of what successful multi-generational families do? Are you unintentionally handicapping your business or increasing risks unnecessarily? We will help you to see the opportunities and seize them.

03

Implementation

What if you could pay taxes on only what you need rather than on what your business(es) are earning? We give you options which allow you to control more money, grow with more money, and have your own family bank. How much will you save and how much benefit will you enjoy with any alternative structures? Let us show you!

© Hoffman Associates, LLC 2018