Company Performance Metrics
Sollertis Records provides legal services centered on tax planning, asset protection, and wealth management for business owners and high-net-worth clients. The firm designs and implements structures such as estate tax reduction plans, domestic and offshore asset protection strategies, and customized trust arrangements. It offers services including
its Master Asset Protection Plan, Slide Trust, quarterbacking of business and personal legal matters, and coordinated tax strategy. Sollertis Records also advises on real estate transactions, business entity formation and compliance, succession planning, and cross-border tax issues. Its attorneys coordinate with clients’ other advisers and an affiliate network to align legal structures across business, investment, and personal assets.
