Reviewed by Julio Cañas ·
Protect your assets
Wealth Architecture
Beyond the cockpit. We engineer and protect the structure that holds everything you've built, so you reach your financial destination and it lasts for generations.
For business owners with multiple entities and complex taxes: legal and wealth structure, advanced tax strategy and a financial operating system built to preserve and pass on.
Our clients
Some of the businesses that already trust us
Who it's for
For high-earning business owners paying five or six figures in taxes, with multiple entities and a legacy to design, build and protect.
Wealth architecture is the discipline of organizing your business, your assets and your taxes into one protected, intentional structure: the entities, holdings, trusts and tax strategy that keep what you've built safe and ready to pass on. It is not a single product or a one-off piece of advice. It is an engineered structure that your attorneys, CPAs and advisors all work from, instead of each solving their own piece in isolation.
- You run multiple entities and the structure has outgrown you.
- Your taxes are complex and reactive instead of engineered.
- You want to preserve and pass on wealth, not just earn it.
- You need your attorneys, CPAs and advisors working from one plan.
What changes for you
One integrated plan
Your business, your wealth and your taxes designed as a single system, not isolated advisors pulling in different directions.
Tax engineered, not reacted to
The 5 Tax Levers applied with intention, all year, instead of scrambling each filing season.
Built to last
Legal and wealth structure (entities, holdings, trusts) designed to preserve and pass on what you've built.
A structure you can hand off
The plan is documented and owned, ready to hand to your family or successors, not locked in your head or scattered across email threads.
What's included
Everything the engagement designs, builds and coordinates:
- A full diagnosis of your current structure: entities, ownership, taxes and exposure.
- A wealth and succession plan to preserve and pass on what you've built.
- Advanced tax strategy applied across the whole year, not just at filing season.
- Coordination of your attorneys, CPAs, investment advisors and brokers from a single plan.
- Support selecting any advisor your team is still missing.
- A twelve month engagement: we design it, put it in place and adjust as you evolve.
Our method
Three systems, one structure
We don't hand you isolated advice. We engineer your business, your wealth and your taxes as a single integrated structure, built to protect what you've earned and pass it on.
FintelStructure™
Legal and wealth architecture: the entities, holdings and trusts your assets need to stay protected and move to the next generation.
FintelStrategy™
The 5 Tax Levers, applied with intention all year, so your taxes are engineered ahead of time, not reacted to each season.
FintelOS™
Your integrated financial operating system, so business, wealth and taxes run from one plan instead of in silos.
How it works
From scattered advisors to one structure
Diagnose
We map your current structure, entities, ownership, taxes and exposure, and find where it's leaking risk or tax.
Architect
We design your business, wealth and taxes as one integrated structure: entities, holdings, trusts and a year-round tax strategy.
Coordinate
We put it in place and align your attorneys, CPAs and advisors around the same plan, then adjust it as your business and family evolve.
Not sure this is the right move for your business?Start with a conversation.
FAQ
Questions owners ask
Not sure if this is your level?
Start with a conversation. We'll tell you exactly where your business stands and which door fits.
No obligation. We'll tell you exactly where your business stands.