Attainium was formed to consider captive opportunities from a planning, rather than a product, approach where “one size fits all”; it does not. We approach our work as an extension of existing wealth and estate planning. We coordinate our services with client’s existing advisors through the development, retention, protection and transfer of a family’s wealth.
AttainiumCPR™ provides an extraordinary level of benefits otherwise unattainable through traditional approaches. Integrating AttainiumCPR™ with our clients’ existing planning generally results in a significant enhancement of wealth and benefits with the following characteristics:
1. Far greater overall wealth, and increased capacity to protect against business and economic risk without increasing costs,
2. More efficient capability to build capital and reserves,
3. Increased control, safety, protection and privacy of assets,
4. An increased ability to transfer large amounts of wealth without impinging on gift tax limitations.