At Sollertis, every great wealth strategy begins like building a home — with a thoughtful design, a solid build, and ongoing maintenance. First, we design your plan, mapping out the structures, entities, and trusts needed to protect your assets and reduce taxes. This is the blueprint stage, where strategy is everything.
Next, we build. Just as you wouldn’t pour a foundation without a plan, we don’t form entities or draft trusts until the design is complete. This is where your structures take shape and your plan becomes operational.
Finally, we maintain. Even the best-designed home needs upkeep, and so does your wealth plan. Laws change, your life changes, and your plan must adapt to remain strong.
Whether it’s a MAPP®, an ETRP, a TRP, or another custom solution, this three-step process ensures your wealth is protected and your legacy is secure.
