Protect
Bring your ownership, protection goals, and tax plan together.
Ownership · Entities · Succession · Transfer
Protect what you've built. Plan for what comes next.
The work
A coordinated plan starts with what you own.
A coordinated plan starts with understanding what you own, how it is held, and what you want to preserve or transfer. OSA reviews the tax side of those decisions and develops an implementation roadmap with the professionals responsible for the other parts of the plan.
OSA connects asset protection objectives with proactive tax planning. We evaluate the tax implications of ownership arrangements, entity structures, business succession, and wealth-transfer decisions, then coordinate a planning roadmap with your existing professional team.
No asset protection or tax outcome is guaranteed. Legal services are separate, require a separate engagement, and are not included in OSA services.
Scope
What the engagement covers.
Five workstreams, each producing a record somebody else on your team can act on.
- 01
Ownership and entity review
Map assets, entities, ownership interests, and relevant tax-reporting considerations within the engagement.
- 02
Tax impact modeling
Compare the potential tax consequences of proposed ownership changes and future transactions.
- 03
Succession and wealth-transfer coordination
Identify the tax questions, information requirements, and professional coordination needed for the intended transition.
- 04
Implementation roadmap
Record decisions, deadlines, responsible parties, and documents needed from the client and professional team.
- 05
Ongoing review
Revisit the plan when ownership, family circumstances, business activities, or tax assumptions change, within the agreed review schedule.
The boundary
Where our work ends.
OSA performs the tax analysis and the coordination. We do not draft governing instruments, form entities, or provide legal representation, and we do not describe any structure as creditor-proof or as guaranteeing that assets are beyond reach. No honest adviser offers that.
What we produce is the tax analysis behind each decision and a roadmap the separately engaged professionals can execute against, recording who is responsible for what and by when.
Legal services are separate, require a separate engagement, and are not included in OSA services.
Planning is tailored to your circumstances; no asset protection or tax outcome is guaranteed.
Next step
Start with an ownership review.
The first question is always the same: how is each asset actually titled, and does that match what you believe?
No asset protection or tax outcome is guaranteed. Legal services are separate, require a separate engagement, and are not included in OSA services.
Begin
Speak with a principal.
Thirty confidential minutes on how your assets are held today.
Engagements typically begin at $2M+ of annual income, or a comparable taxable event.