Secure Secure WealthSecure Secure Wealth

Pricing

Look, asset protection isn't cheap. But here's the thing — doing nothing costs way more. We've built three different packages because protecting $500K looks different than protecting $5M. Pick what fits your life, not what looks good on paper.

Foundation

$2,400/year

Perfect for folks just getting started. We'll map out your basics and get you thinking like someone with something to protect.

  • ✓ Initial wealth assessment (1 hour)
  • ✓ Basic entity structure review
  • ✓ Creditor protection audit
  • ✓ 3 strategy consultations annually
  • ✓ Digital document vault (basic)
  • ✓ Annual strategy refresh
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Most Popular

Guardian

$6,800/year

Our most popular choice. You get ongoing planning, regular updates, and the peace of mind that comes from actual professional eyes on your situation.

  • ✓ Comprehensive wealth structure audit
  • ✓ Multi-entity strategy design
  • ✓ Liability minimization plan
  • ✓ Monthly strategy calls (included)
  • ✓ Advanced document vault access
  • ✓ Tax coordination with your CPA
  • ✓ Quarterly reviews and adjustments
This One Works

Fortress

Custom

High-net-worth protection that gets complicated. We're talking international structures, business succession, generational planning. Let's talk real numbers.

  • ✓ Dedicated protection strategist
  • ✓ Complex entity architecture
  • ✓ International asset strategies
  • ✓ Business succession planning
  • ✓ Family governance setup
  • ✓ Quarterly reviews + ad-hoc counsel
  • ✓ Direct access to our team
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Pricing FAQ

Why does this cost more than my accountant charges?

Because we're not just filing paperwork. Asset protection requires legal strategy, tax coordination, entity setup, and ongoing management. Your accountant's job is keeping the IRS happy. Our job is keeping creditors away. Totally different ballgame.

Do you work with folks outside Romania?

Yep. We handle international clients all the time — especially expats and people with assets in multiple countries. Just email us at [email protected] or call +40 720 830 207. We'll figure out if you're a fit.

What if I need something between Foundation and Guardian?

We can absolutely customize. These three are our standard packages, but they're not carved in stone. Some people need quarterly calls instead of monthly. Others want the vault but skip the CPA coordination. Let's build what actually makes sense for you.

Can I upgrade or downgrade later?

Of course. Your situation changes. Maybe you sell a business or pick up a rental property. You can adjust your plan at renewal, and we'll make sure you're protected at whatever level you choose. No penalties, no drama.

Need a Custom Solution?

Contact us to discuss your specific requirements and get a personalized quote.

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