Services
We provide comprehensive wealth management services, combining personalized investment strategies with proactive tax planning to help individuals and business owners grow, protect, and transfer their wealth. Our tailored approach ensures each client receives a unique plan aligned with their financial goals and long-term vision.
INVESTMENT MANAGEMENT
Have you outgrown conventional wealth management? Are you curious about building generational wealth? Are you ready to use the same asset classes as elite investors?
At Corrales & Co. we’ve developed a customized approach to managing your wealth that combines the best of conventional wealth management with investments wealthy families have used for generations.
BUSINESS EXIT PLANNING
Are you are planning on growing or selling your company, one truth is inevitable – you will eventually exit from your company. Exiting on your own terms with the proper planning means you can exit when you want, to whom you want, and for the maximum price.
Our firm’s motto is that exit planning is simply good business strategy.
While we have experience across a range of industries, our firm has unique experience advising federal government contractors .
Tax Planning & Strategy
Is your current CPA merely acting as an IRS Compliance Officer?
Are you tired of overpaying in taxes, and not receiving proactive advise?
Legally reducing your firm and individual tax exposure is one of our firm’s core focus. Strategic tax planning and recapturing dollars falling through the cracks can greatly enhance your total wealth.
Estate Planning & Structuring
How confident are you that your current estate plan effectively reflects your wishes and minimizes potential tax liabilities for your beneficiaries?
No one likes to think about what happens if they die or become incapacitated, but the reality is it happens to all of us.
Whether you are just getting started with basic wills, guardianship documents, or need help in drafting a robust creditor & tax protected trust. Our team has spent thousands of hours with the top estate planning attorneys in the country.
We can help protect your assets and ensure the transfer of wealth from one generation to the other.
FAMILY OFFICE SERVICES
Do you find yourself managing multiple advisor relationships (CPA, attorney, financial advisor, insurance) who all share different points of views?
Does this leave you confused and wondering how to move forward? We understand the complexities of managing substntial wealth, and the time it requires.
We coordinate all aspects of your financial life – all in one firm.
INTERNATIONAL PRIVATE CLIENT
Are you considering investing or relocating to the US, but are unclear on the optimal tax structure for your assets and income?
At Corrales & Co., we provide tailored financial strategies for international families and executives, particularly those from Latin America seeking to invest in the U.S.
Our expertise in cross-border wealth management ensures your assets are optimized and protected.
Global Wealth Management: Tailored strategies for diverse markets and tax systems.
Cross-Border Estate Planning: Expertise in managing and protecting global estates within various legal frameworks.
Seamless Integration into the U.S.
Financial System: We guide the integration of international assets into the U.S. market.
Asset Adaptation: Expert advice on optimizing asset transfers into the U.S.
Regulatory Compliance: Ensuring adherence to U.S. compliance and reporting standards. At Corrales & Co. we’ve developed a customized approach to managing your wealth that combines the best of conventional wealth management with investments wealthy families have used for generations.