Quarterbacking:
Our Asset Protection Strategy

Because your life is in constant motion, so are your assets, and you need more than a financial adviser to make sure you are covered. To enjoy true financial freedom, you want someone you can trust to oversee all of your needs.  Do you have one trusted adviser who thinks about your big picture?

Making sure both your day-to-day business and legal activities are managed by the right people requires a Quarterback.  We provide the quarterback who can hand-off the ball for a quick run, who will throw long when the stakes are high and – when needed – take the ball up the middle himself.

At Sollertis, we will serve as your primary point of contact and oversee the team of experienced experts who handle all of the underlying work. For instance, if you are completing a real estate transaction, we can manage or “quarterback” the involved real estate broker, escrow agent, title officer, qualified intermediary, lender, and any other participants while you spend your time working on matters that are a better use of your time. We build strong relationships with others and, should legal issues arise outside of our areas of expertise, we will identify and quarterback the work of qualified domestic and international strategic partners.

This quarterbacking structure frees up your time, and gives you peace of mind, so you can focus on what matters most.