


Protect Your Wealth
Investment, Funds and Trusts • United States • 1-10 Employees
Company overview
| Headquarters | United States |
| Phone number | +19177307032 |
| Websites | |
| NAICS | 5259 |
| Keywords | Asset Protection, Bank Account Opening, Tax Optimization, Wealth Protection, Worldwide Relocation, Establishing Foundation, Establishing Holding, Establishing Trust, Off Shore Bank Accounts |
| Founded | 2022 |
| Employees | 1-10 |
| Socials |
Key Contact at Protect Your Wealth
Luca De Stefani
Founder
About Protect Your Wealth
Protect Your Wealth is a leader in international asset protection and strategic tax planning. Since 2022, we have been supporting entrepreneurs, professionals, and high-net-worth individuals in protecting and optimizing their wealth through customized solutions that are fully compliant with current regulations. Our asset protection services include offshore holding structuring, international trust formation, private foundation creation, advanced estate planning, and asset protection strategies. Each solution is designed to maximize the protection of your assets while minimizing risks. In the offshore banking sector, we provide comprehensive assistance for international bank account opening, private banking solutions, multi-currency accounts, and wealth management services. Our network of banking partners ensures access to the best international banking opportunities. We specialize in residence and citizenship programs through investment, supporting our clients in obtaining Golden Visas, advantageous tax residencies, and alternative citizenships. Our team provides complete guidance for changing tax residence and optimizing international positioning. Our approach is based on five fundamental pillars: 1. Initial consultation to understand goals and needs 2. In-depth analysis of wealth situation 3. Development of a personalized strategy 4. Implementation of identified solutions 5. Ongoing post-implementation support We distinguish ourselves through: • Qualified international team of experts • Global network of reliable partners • Strictly tailored solutions • Maximum confidentiality guaranteed • Absolute regulatory compliance • Proven track record • Multilingual assistance • International presence Our mission is to protect and optimize your wealth through international strategies.
Protect Your Wealth revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment, Funds and Trusts industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Protect Your Wealth has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Protect Your Wealth has never raised funding before.
Frequently asked questions
4.8
40,000 users



