Structuring Services

Asset Protection

At Innovios our team can provide asset protection services to safeguard your assets from potential lawsuits, creditors, and other legal issues, while also maximizing your tax savings. 

Asset protection services involve identifying a client’s assets, identifying potential liabilities or threats, and creating a plan to safeguard those assets against future risks. The process can involve the establishment of various legal structures and strategies that provide a buffer between an individual or a business and their assets, limiting the exposure of those assets to liability. Our team can offer tailor made strategies and structure based on your project, that may include the creation of trusts, establishing LLCs or setting up Special Vehicle Purposes (SPVs) or Holding Companies. As a concrete example, a client may choose to establish an LLC to hold rental properties, creating a limited liability shield between them and potential creditors if a tenant is injured on the property. Another important aspect of asset protection services is insurance. We may advise you to obtain adequate insurance coverage to protect your assets in case of any unexpected events or legal actions. Additionally, our team may recommend you to diversify your investments to reduce overall risk and exposure.

TAX OPTIMIZATION​

At Innovios, our team has a deep understanding of tax laws and regulations, and we can advise individuals and businesses in order to reduce the amount of tax liabilities while still complying with all relevant tax laws and regulations in order to protect assets and increase profits. Tax optimization is a complex process that involves not only minimizing current tax liabilities, but also forecasting future tax obligations and developing a long- term tax strategy.

Tax optimization services may include developing and implementing a variety of strategies to reduce overall tax burden, such as:

Tax-efficient investments

We may recommend investments that offer tax benefits, such as tax-free bonds or investments held in tax-sheltered accounts.

Income & Expense Management

We may help identify ways to reduce taxable income or tax deductions, such as through charitable contributions or itemizing expenses.

Estate Planning

We may create estate plans that minimize estate taxes and provide significant savings for heirs.