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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13:49 25 August 2018

Private Placement Life Insurance (PPLI) is a vehicle to overcome obstacles for structuring assets for wealthy international families. This is greatly aided by the concept of Expanded Worldwide Planning (EWP). Sometimes inspiration is necessary to overcome obstacles. To find this inspiration look no further than the remarkable life of Helen Keller. We will learn more about her amazing life later on, but first, let us focus on EWP.

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14:05 18 August 2018

Private Placement Life Insurance (PPLI) brings the words of Leonardo da Vinci to life: “Simplicity is the ultimate sophistication.” The transformation from simplicity to sophistication can be accomplished through the rule of law. In our PPLI work for wealthy international families, we must frequently turn complex and sometimes contradictory tax laws into a simple, understandable, and workable structure.

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21:54 11 August 2018

If legitimate, enhanced privacy is what you seek in your financial affairs, look no further than Private Placement Life Insurance (PPLI) for your solution. In the present day environment of financial transparency, attempting to hide assets only draws more attention to them.

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17:33 04 August 2018

Private Placement Life Insurance (PPLI) gives wealthy international families a conservative structure to achieve enhanced privacy and a tax free environment for their assets. At first glance, it would not seem that PPLI would share something in common with Ralph Lauren, the well-known fashion designer, but read on, and you will see how they are connected.

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15:20 21 July 2018

This week we will learn how a sophisticated structuring technique for wealthy international families, Private Placement Life Insurance (PPLI), has the ability to stop time. Yes, this may seem at first hearing outrageous, but from a tax and privacy perspective, this will be the conclusion of our article.

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13:05 30 June 2018

Private Placement Life Insurance (PPLI Category in our blog) shares a key element with so-called disruptive companies–innovative efficiency. This is expressed in the likes of companies such as Uber and Airbnb. Uber can be thought of as the world’s largest taxi service, but they own no vehicles. Airbnb has been called the world’s largest hotel, yet they do not own hotel buildings. They both offer a new approach to common needs: transportation and lodging services. PPLI offers just such a structure for wealthy international families–an efficient tax-free environment for their assets.

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12:53 23 June 2018

Private Placement Life Insurance, (see PPLI in our blog) makes use of one of the simplest and oldest tax shields that exist–life insurance. Donald Trump’s very unpopular immigration policy of separating children from parents who cross the border with Mexico reminds us of another separation that has undesired consequences for tax savings.

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22:31 16 June 2018

Negotiating is at the heart of Expanded Worldwide Planning (EWP), and Private Placement Life Insurance (PPLI). What can we learn from the much publicized negotiation between Donald Trump and Kim Jong Un? One thing is obvious about this meeting. We don’t really know much. The most substantive talks were held in private between the two leaders. As the saying goes, “After all is said and done, more is said than done.”

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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.

Quote for EWP --How Families & Governments Think

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.