Our Approach – The Sollertis Effect
How Sollertis creates financial
freedom
Financial freedom starts when you protect your assets.
Our approach provides you with:
- A Master Asset Protection Plan® (MAPP®) that guides decision making.
- A Chief Counsel who serves as your single point of contact for legal issues and business advice.
- Access to the Sollertis Network: A legal team of subject-matter experts – no junior lawyers.
Why traditional approaches
fall short
Most people seek financial freedom, but very few of the most financially successful ever truly achieve it. The combination of your business, personal, and investment assets is complex, and requires different lawyers for different issues. Bottom line? It lacks flexibility.
This results in:
- Unwanted legal hassles.
- Wasted time.
- Asset protection being an afterthought.
Our Approach – The Sollertis Effect
At Sollertis, our goal is to help you achieve financial freedom through asset protection and legacy planning strategies that protect your wealth. Our attorneys are licensed in California, Florida, Michigan, New York, and Texas, and will simplify the management of all your related legal needs.
We combine business acumen with legal insight to help you accomplish your goals, and reduce, and in many situations eliminate, the risks that threaten the wealth you’ve worked hard to obtain.
We combine business acumen with legal insight to help you accomplish your goals, and reduce, and in many situations eliminate, the risks that threaten the wealth you’ve worked hard to obtain.
What Clients Say About Sollertis
“Bill has set up every single possible thing I’ve needed personal and business-wise … personal corporations, partnerships, purchases of offices, family wills, and family trusts ... he’s done everything! …100% precise, 100% of the time – it’s very rare to find that in another professional – but Bill is at the exact same level as me in another professional.”
“One thing I liked about Bill … [He] can be your Quarterback, and handle the ball [with each person] you do this, you do that – otherwise [I’d] have to make the decisions … hire these [different advisors]… and keep track of all these people … that’s a bear, that’s why people stay disorganized, because they don’t have a Quarterback. Bill is a really great Quarterback.”
“…Bill is the master … shield the liabilities … make sure that where you’re exposed, you’ve taken whatever defensive steps you can take to protect yourself.”
"Bill Simon has a way of putting my mind at ease and relaxing my nerves. I find I can trust his expertise and his demeanor has a way of relaxing my anxiety. He shares the next three, five, or 10 steps that will happen and I don't ever feel like I'm in the dark... I love that. I'm a construction company owner, and I made a choice to hire [Sollertis] to handle all of my legal needs: personal and business. So now, I have one team that handles everything, and all my big picture plans work together... When I'm calling for expert advice, I expect to get expert advice, and I do. That's why I choose Sollertis."
"With Sollertis, I get multiple attorneys working together for a common cause... to protect me. I wanted everything to be coordinated under one firm, and that's exactly what I get with Sollertis. It's refreshing to find a law firm that "gets it" and can handle all of my legal needs and explain the jargon in terms that makes sense... We are all at risk and have liability. Why not actively protect yourself? If anyone is considering hiring an attorney for their business, do yourself a favor, and at least have a conversation with Bill."
"What really impressed me about Bill... Bill's advice was focused to get me MY goals. I can ask Bill to do anything, and he will be there... Bill is not selling a program or a cookie- cutter template trust. I've never seen so much creativity and finesse with legal knowledge and asset protection strategy... I am so grateful."
"I look to [the Sollertis] team to handle all of my legal needs, from asset protection to real estate leases, and even defending a lawsuit... Everyone on the staff has been friendly, professional, helpful, and they show real concern for my family... I find the billing structure to be very fair with different rates and levels of people doing the work without doing any double work. They are a firm that just makes sense. Sollertis has a very smooth, organized, and thoughtful way of doing things that makes me feel secure... I wanted a win-win situation, and that's what Sollertis gave me."
"Bill was recommended to me by another advanced asset protection attorney... That says something about a lawyer's competency and personality when a competitor is willing to recommend him. Sollertis and Bill do a great job of organizing my complex real estate businesses... The details do matter, and I don't have to worry... I leave all of that up to Bill and the team of Sollertis attorneys. The hard part of asset protection isn't coming up with a plan, it's putting the plan in place and maintaining [it ]...Sollertis sees asset protection as an ongoing dance, and I love that Bill and the team are there to help... I have yet to work with any other firm besides Sollertis that was able to lawyer at such a high level from strategy through implementation. Bill takes [a] comprehensive and collaborative team approach, and "quarterbacks" all my key players/people... Bill helps me put all the pieces together... with the mind of an expert business, real estate, and asset protection lawyer."
"I have worked together with the Sollertis team for well over a decade. They are exceptional, and they genuinely care. I would characterize them as elites within the industry... [Bill] serves as an amazing "quarterback", providing you with all the best players for your winning team."
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