Engineering Strategies

Our Cache Of Proprietary Engineering Strategy Programs

Business Entity Design
• Sub-S, C-Corp., LLC, PLC, FLP

Compensation Design
• Group Carve-Out
• Educational Assistance
• Executive Bonus
• Medical Expense Reimbursement
• Achievement Awards Programs
• Dependent Care
• Spending Accounts

Tax-Qualified Planning
• Pooled Employer Plan
• Money Purchase / Pension
• SIMPLE Plans / SEP/ 457
• Profit Sharing / 401k and 401A Plans
• Age Weighted, Cross-Tested,
• Cash Balance Funding
• Distribution Planning
• IRA Tax-Free Bailout

Planned Giving
• Charitable Capital Planning
• Remainder and Lead Trusts
• Gift Annuities
• Donor Advised Funds
• Supporting Organizations
• Pooled Income Trusts
• Leveraged IRA Giving
• Private Foundations

Asset Protection
• Accounts Receivable Financing
• Offshore Planning
• Asset Protection Trusts

Deferred Compensation
• Wrap 401k
• Salary and Bonus Deferral
• SERPs and Excess Benefit Plans
• SAR Plans
• BOLI and COLI

Business Succession
• ESOPs
• Valuation & IRS Chapter 14
• Stock Options Restrictive and Incentive
• Cross Purchase/Stock Redemption
• Qualified Small Business Stock
• Private Annuities
• GRATs

Estate Preservation
• Multiple Power Liquidity Trusts
• A-B-C Marital Trusts
• Family Limited Partnerships
• Generation Skipping
• Spousal Lifetime Access Trust

The Evolution of Wealth Engineering

In 1979, the Stanford Research Institute completed a survey of over 37,000 business owners and other successful individuals regarding how their financial needs were being satisfied. Those surveyed expressed the following frustrations:

The prepackaged services and products they were forced into.
The sales-intensive atmosphere surrounding those services and products.
The vast number of individuals, firms and institutions with which they were forced to deal.
The low competency level of the individuals providing those services and products.
The confusion and complexity of the products and services themselves.

What Did They Want?

A centralized source for the delivery of financial services and products that is competitively priced, understandable and custom designed while provided by competent, honest and multi-faceted advisors . . . financial solutions providers.

Becoming aware of the survey in 1982, Nick Gregory set out to structure a wealth engineering firm combining the survey’s results with basic engineering principles as its foundation. Today, wealth engineers help clients deal more effectively with their wealth ecosystems while avoiding the prepackaging, complexity, incompetency, and sales-intensive atmosphere permeating the financial services industry.

How

By using a broad swath of financial knowledge.
By teaming strategically with competent, honest and multi-faceted accounting, legal, banking, insurance and investment professionals.
By providing custom designed financial engineering tailored to meet the clients’ specific needs, concerns and objectives.
By using simple practicality— making the confusing and complex understandable enough to motivate clients to do what is in their best interest.
By the proper coordination of the wealth engineering areas surrounding the wealth ecosystems of clients.

The Why

Bridge the GAPS between what Clients Receive and what they Desire from Wealth Managers

As illustrated By The Spectrem Group Research Chart Below*

The Solution - FusionPower

Fuse engineering principles with multi-dimensional knowledge, advise, services and products.

• High-Touch Wealth Advisory Harmonized With High-Touch Wealth Tech •

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