top of page

"Then the LORD your God will prosper you abundantly in all the work of your hand, in the offspring of your body and in the offspring of your cattle and in the produce of your ground, for the LORD will again rejoice over you for good, just as He rejoiced over your fathers ;

Deuteronomy 30:9 

Yachts And More - For Le$$



Our strategies to reduce all unnecessary expenses can have broad applications and significant affects upon all aspects of the affluent lifestyle – and in maximizing prosperity.


Most of our strategies work equally well – if not better when combined with other assets, generating special synergies and savings through some our special coordinated programs.


For that matter your jet, luxury automobiles, horses, real estate, collectible wines, etc; almost any asset can qualify for one or more of the net worth neutral strategies - with expected savings ranging from 20% - 50%!


These strategies not only maximize wealth, but enhance your enjoyment, by allowing you to pursue your interests or substantially upgrade your normal purchases at significant savings.


The prosperous lifestyle encompasses much more than just the actual purchase and enjoyment of material possessions- but that is certainly a significant part of it.


As far as most advisors (and the IRS for that matter) are concerned, many “asset purchases / investments” are often seen only as expensive hobbies” – an unavoidable hit to most clients’ net worth ( and often the advisor's fees by reducing his Assets Under Management) with little chance of economic recovery.


Many other advisors simply consider their clients' passions to be “problem assets.” 


Our goal is for you to prosper from your passions but in the worst case for them to be "net worth neutral".


So whatever your passions may be, whatever you do that makes life enjoyable for you - yachting, art, wine and fine dining, collectibles, horses, charity, cars, money, travel or just making more money / the thrill of the deal – why not explore our strategies to see if they can reduce your expenses and help you achieve your goals more profitably.





bottom of page