Our Solution
Strategic Legacy Fund
A regulatory-resilient, high-limit liquidity facility embedded within your estate plan. Activated when it matters most.
Immediate Liquidity
Instantly covers inheritance taxes, probate fees or creditor claims—so heirs never have to fire-sell assets.
Regulatory Risk Elimination
Structured to absorb changes in tax law or cross-border rules, keeping your estate plan rock-solid.
Streamlined Administration
Trust-wrapped and lawyer-approved, it side-steps complex filings and court delays.
Custom Scenarios
One vehicle that can be deployed for inheritance tax, estate-settlement costs, business succession, philanthropic gifts, second-family provisions, and more.