Haven’s President’s Level

Structured Exit Planning

The President Level Plan offered by Haven Corporate Services is the epitome of personalized access, support, and customization, tailored specifically for discerning clients seeking sophisticated tax & estate planning, trust services, retirement planning, residency solutions and philanthropic guidance.

• At the heart of the President Level Plan is the exclusive opportunity to work directly with Haven's esteemed CEO. With over three decades of experience in serving high-net-worth individuals, facilitating business sales, and facilitating international relocation to low or zero tax jurisdictions, HCS is renowned for our exceptional service and proven results. As a client of the President Level Plan, you will enjoy direct our entire legal team who will collaborate closely with you to craft a personalized plan aligned with your unique needs and aspirations.

“ PLAN C. Wealth Sturcturing, Estate Retirement, Residency & Philanthropic Planning

• The President Level Plan encompasses a comprehensive range of features and benefits, including the implementation of an exit strategy to maximize the sale value of your business while minimizing corporate tax implications. Additionally, our team of experts will assist you in designing a comprehensive retirement plan, ensuring a smooth transition into the next phase of your life.

• As part of the President Level Plan, you will be assigned a dedicated team consisting of industry-leading professionals, including tax specialists, legal advisors, and financial strategists. They will work diligently to provide customized solutions that address your specific requirements and objectives.

  *Expertise offered by the President Level Plan, a retainer fee is due upon signing. This fee covers the full support & commitment of our entire team throughout the duration of our Engagement & Beyond…