Advanced Financial Solutions, Inc.

New York, USA
Number of Offices 3
Expert Count 5
Company Size 1 - 9
Contact Info
Description

We are a fully licensed professional financial services advisory company. We operate internationally, utilizing our excellent relationships with professional advisors and financial institutions around the globe. @We also have offices in New York City, the British Virgin Islands, and California.

Areas of Practice
  • Tax Planning
  • Wealth Management
We are a fully licensed professional financial services advisory company. We operate internationally, utilizing our excellent relationships with professional advisors and financial institutions around the globe.  We also have offices in New York City, the British Virgin Islands, and California.
California Office
8712 Marysville Road
95962
PO Box: PO Box 582
Oregon House
CA
USA
Phone 1: +1 877 811 5846
Phone 1: +1 530 277 1088
Fax 1: +1 530 692 2591
Email: mmalloy@advancedfinancialsolutionscom.vg
New York Office
40 Wall Street
10005
New York
New York
USA
Phone 1: +1 877 811 5846
Phone 1: +1 530 277 1088
Fax 1: +1 530 692 2591
Email: mmalloy@advancedfinancialsolutionscom.vg
Tortola British Virgin Islands
90 Main Street, Road Town
Tortola
British Virgin Islands
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Elegant PPLI Solution for US Beneficiaries of Foreign Non-Grantor Trust

In this video, you will see that our company gives U.S. beneficiaries a welcome escape from the draconian tax regime of A Foreign Non-Grantor Trust. We provide a simple solution to this highly complex and vexing problem faced by these U.S. beneficiaries. The key element in the structure presented is Private Placement Life Insurance (PPLI), an institutionally priced, totally transparent insurance for High Net Worth international families that is designed to solve many issues faced by these families.

Advanced Financial Solutions, Inc. hasn't posted any news yet.
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01:08 01 March 2017

The old offshore world is in flux and in the process of redefining itself. This creates new possibilities for planning that did not previously exist. Even though this is a US court case, it is important in the context of this redefining process. Innovative, creative tax planning has been given a bad name in recent years. There is nothing to be ashamed of in trying to read tax codes the world over in the best interest of our clients.

Advanced Financial Solutions, Inc. has not posted any photos yet.

In this video, you will see that our company gives U.S. beneficiaries a welcome escape from the draconian tax regime of A Foreign Non-Grantor Trust. We provide a simple solution to this highly complex and vexing problem faced by these U.S. beneficiaries. The key element in the structure presented is Private Placement Life Insurance (PPLI), an institutionally priced, totally transparent insurance for High Net Worth international families that is designed to solve many issues faced by these families.