Family Office & Private Wealth Structuring at Billion Wealth Corp.

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.

Our Core Family Office & Private Wealth 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

Regulatory Compliance & Transparency

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.