| Client Trust Package |
Our basic product, covered throughout this site, available for only $950. Package contents summarized here. Trusts and the W.I.L. Trust introduced here; how it is (to our knowledge) unique - here. W.I.L. Trust mechanics and parties described here. Compare our costs to the client vs. typical alternatives – here. Sign up here. |
| IBC, LLC and Private Family Foundation setup |
In certain circumstances, ownership of assets via non-trust vehicles is more appropriate. In such cases, the Trustee may opt to establish LLCs, IBCs and/or Private Foundations, of which the trust would be the primary member, primary shareholder, or beneficiary, respectively.
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| New Mexico LLC setup |
W.I.L. now offers New Mexico LLCs (information here), which provide state-of-the-art asset protection and privacy in those instances where an onshore (to the U.S.) legal entity is an appropriate component of your asset protection strategy. A New Mexico LLC offers at least as strong privacy safeguards as its more heavily promoted competitors at a fraction of their cost. $500 covers the initial setup, and five years coverage for a Registered Agent! Order process starts here. |
| Funds Transfers |
Funds can be transferred anywhere in the world, free of exchange controls and currency restrictions, via international wire transfer, cashier’s check, bank draft, or via private (i.e., not involving the banking system) contractual medium of exchange. |
| Credit/Debit Card access |
 Funds are available to be used for purchases or cash withdrawals, all over the world. |
| Access to on-line brokerage |
 Real-time access to stock exchanges (e.g., CME, CBOT, NYSE, AMEX, NADAQ, etc.) and commodity/futures markets throughout the world. Managed accounts are available. |
| Offshore maildrop services |
Globalize and privatize your personal and business correspondence. |
| Life and global health insurance services |
The Trustee has access to major offshore life and global health insurance providers – at very competitive group rates. |
| Optional access to private and safe investment funds |
W.I.L. Trusts enjoy access to a wide range of investment opportunities and funds situated all over the world, including, but not limited to: Higher than average yield CDs, offshore mutual funds, easily-monitored managed brokerage accounts, and more. |
| Precious metals purchase and bonded storage |
 It is wise, in this day and age, for any financial plan to include physical ownership of gold and other precious metals as a hedge against global economic instability. |
| Secure document storage facility |
House confidential documents (including trust documents, confidential agreements, deeds, titles, second passports, etc.) in a secure environment – offshore. |
| Profit opportunity |
Substantial commissions paid to Trusts for referrals. Excellent (strictly optional) opportunity for those that are comfortable with and inclined towards marketing. (Note: Commissions are paid only to W.I.L. Trusts.) |
