EstateTrustPrivateBank.com
EstateTrustPrivateBank.com
Work With Me
Work With Me
Private Strategy Consult
Get clear, fast. In a focused 1:1 session we map your current position, identify leverage in trust structure and private banking, and leave you with a simple, prioritized action plan. Practical steps, vetted tools, and confident next moves—no fluff. Develop and personalize specific forms and tools relevant to your situation and desired outcome. Come prepared with essential information and digitized documents if you want me to utilize them during the appointment. Be sure to take advantage of the Free Introduction Consultation to understand what you should bring to make the most of your appointment.
(Educational consultation; not legal or tax advice.)
(Educational consultation; not legal or tax advice.)
$60/hour appointment
What We Do Not Offer
What We Do Not Offer
Our consultations are educational only. We are not a law firm, CPA firm, broker-dealer, or chartered bank.
No legal, tax, accounting, or investment advice. Nothing we share is a substitute for a licensed professional’s advice, and no attorney-client or fiduciary relationship is created.
No representation or filings. We do not represent you in court or before agencies, and we do not draft/file legal, IRS, UCC, or court documents on your behalf.
No banking or custody. We are not a bank or money services business; we do not hold client funds, provide escrow, transmit money, open accounts, or arrange credit.
No credit repair or “debt elimination” schemes. We do not prepare or promote the use of unlawful negotiable instruments (e.g., bills of exchange, promissory notes, bonds) for debt discharge, “redemption,” “set-off,” or similar theories.
No securities or funding guarantees. We do not sell securities, arrange investments, or guarantee outcomes, approvals, credit lines, or tax results.
No advice to evade law or regulation. All guidance assumes full compliance with applicable laws and regulations.
By booking, you acknowledge the above and agree to seek independent review from licensed professionals before acting on any information shared.
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