At ONT we strive to design and implement strategies that are as unique as our clients, using what we call the 3P process.
Protect
There are many things in life we can’t control. Every day brings a certain level of risk. We can manage the impact of these risks by having our business affairs in order. Whether from claims associated with business activities, from frivolous lawsuits, or from extremely unusual and unanticipated catastrophic events, good planning can mitigate and minimize the risk. We work closely with our clients to develop and implement customized strategies to diversify and manage risk, and protect the assets they have worked so hard to accumulate.
Preserve
We work closely with our clients and their advisors to manage their investment and tax planning strategies in order to ensure their assets are not only preserved but continue to grow and thrive. In the global economy we live and work in, it’s important to understand the many options for entity location and structuring that can have a significant impact on the client’s overall investment and tax management plan. Where you hold your investments, and how you hold them, is just as important as what you invest in.
Pass On
It’s a topic that clients don’t often like to talk about, but one that is inevitable for all of us. Failing to have a plan in place can be catastrophic for a client’s family both emotionally and financially. It doesn’t have to be that way. Whether a client wants to implement a multi-generational wealth management plan, donate to a favorite charitable cause, or make lifetime gifts to their family or friends, we can assist in designing and implementing the appropriate strategies to carry out their wishes and define their legacy on their own terms.
ONT does not provide tax, accounting, legal, or financial advice in the United States or in any other country, territory, or jurisdiction.
Any information, comments, references, or discussions related to tax matters, including U.S. taxes or taxes in any other jurisdiction, that appear on this website or in any related communication, document, attachment, are provided solely for general informational purposes.
Such information does not constitute tax advice, should not be construed as a professional recommendation, and is not intended to be used, nor may it be used, for the purpose of avoiding, reducing, or circumventing tax obligations, penalties, liabilities, or consequences under the laws of the United States or any other applicable jurisdiction.
Users should consult with their own qualified tax, legal, or accounting advisors regarding their specific circumstances before making any decisions related to taxes or tax compliance.
ONT no ofrece asesoramiento fiscal, contable, legal ni financiero en Estados Unidos, ni en ningún otro país, territorio o jurisdicción.
Cualquier información, comentario, referencia o discusión relacionada con asuntos fiscales, incluyendo impuestos de Estados Unidos o de cualquier otra jurisdicción, que aparezca en este sitio web o en cualquier comunicación, documento, archivo adjunto o material relacionado, tiene únicamente fines informativos generales.
Dicha información no constituye asesoría fiscal, no debe interpretarse como una recomendación profesional y no está destinada a ser utilizada, ni puede ser utilizada, con el propósito de evitar, reducir o eludir obligaciones, sanciones, responsabilidades o consecuencias fiscales bajo las leyes de Estados Unidos o de cualquier otra jurisdicción aplicable.
Los usuarios deben consultar con sus propios asesores fiscales, legales o contables calificados respecto de su situación particular antes de tomar cualquier decisión relacionada con impuestos o cumplimiento fiscal.