At Billion Wealth Corp., we provide comprehensive Family Office advisory services, offering business strategy, risk management, and wealth preservation solutions for high-net-worth individuals and multi-generational families. Our approach focuses on governance structuring, asset protection, and financial legacy planning, ensuring that wealth is protected, structured, and strategically managed in alignment with regulatory compliance and best practices.
Note: Billion Wealth Corp. does not provide investment advisory, asset management, brokerage, or securities-related financial planning services.
Governance Structuring & Succession Planning
Development of family governance frameworks to align financial, business, and legacy objectives
Succession planning to facilitate seamless wealth transfer across generations
Establishment of legal and operational structures for long-term wealth sustainability
Asset Protection & Risk Management
Structuring legal entities (e.g., trusts, holding companies, SPVs) to enhance asset protection
Risk management frameworks to safeguard family wealth from liabilities, taxation risks, and economic shifts
Regulatory compliance reviews to ensure adherence to tax, estate planning, and financial regulations
Private Capital Structuring & Business Strategy
Business advisory services tailored to family-owned enterprises, private holdings, and real estate portfolios
Strategic corporate structuring to enhance financial efficiency and risk mitigation
Guidance on philanthropic initiatives and family foundations to align financial strategy with legacy goals
Operational & Administrative Family Office Support
Oversight of accounting, legal, and compliance functions for private holdings
Establishment of operational frameworks to ensure efficient financial reporting, governance, and administration
Vendor and service provider coordination, ensuring best-in-class legal, tax, and estate planning
Billion Wealth Corp. operates as a private Family Office, providing business strategy, governance advisory, and risk management services. We do not offer investment advisory, brokerage, or securities-related financial planning services, ensuring full compliance with applicable financial regulations and SEC guidelines.