A private consultancy for people who take protecting what they've built seriously.
A plan built around your family — private, and made just for you.
You work directly with an experienced consultant from start to finish. Every step is reviewed personally.
Clear, practical guidance on protecting what you've built — including our own books and a private client library.
Discretion is not a feature of our work.
It is the work.
What you share with us stays between us. New clients join by invitation only, and we never publish or discuss anyone's business.
“Balanced Pro made asset protection easy and understandable. Their team is incredibly knowledgeable and supportive!”
Clark H.
“The guidance I received was invaluable. They truly care about their clients and their success.”
Shannon M.
Tax Court allows a $925,000 theft loss for an advance-fee fraud victim; the Eleventh Circuit holds an S election is not bankruptcy estate property; the IRS proposes standardized rollover forms under SECURE 2.0 — plus GST trust division, ESBT termination relief, and other rulings from last week's wri
The Eighth Circuit holds that Section 6213(a)'s 90-day deficiency deadline is not jurisdictional and can be equitably tolled, reversing its own 1977 precedent and widening a circuit split. Plus: FinCEN permanently ends beneficial ownership reporting and will delete U.S. person data; a Tax Court less
While having an estate plan in place to provide for your possible incapacity and death is important, many people also look for a way to pass down their knowledge, values and memories. This can be done through a non-legal document called an Ethical Will, which can be one of the most important gifts y
New clients join by invitation. Tell us a bit about what brings you here, and we'll be in touch.