Beyond Building Wealth

At Startup Alchemist, we understand that true success extends beyond simply building wealth—it's about preserving that wealth for generations to come. Our Wealth Preservation services help entrepreneurs establish sophisticated financial infrastructure designed to protect assets, minimize tax exposure, and create lasting legacies.

While most financial advisors focus on growing your portfolio, we specialize in the complex structures and strategies that protect what you've built from erosion due to taxes, litigation, market volatility, and other threats to your hard-earned success.

Our Wealth Preservation Approach

Asset Protection

Creating strategic barriers between your personal and business assets to shield wealth from potential creditors and litigants.

Estate Planning

Developing comprehensive plans for the efficient transfer of wealth to future generations while minimizing tax implications.

International Structuring

Establishing legal international entities and structures to optimize tax efficiency while maintaining full compliance.

Complex Financial Structures

For high-net-worth entrepreneurs, we design and implement sophisticated financial infrastructure including:

  • Trust Formations - Including Domestic and Foreign Asset Protection Trusts
  • Family Limited Partnerships - For controlled asset transfer and tax benefits
  • Private Foundations - Supporting philanthropic goals with tax advantages
  • Captive Insurance Companies - Self-insurance strategies for business owners
  • Advanced Retirement Structures - Beyond standard qualified plans

Tax Strategy Implementation

Our specialized tax planning services include:

  • Income Shifting Strategies - Legal approaches to reduce tax burdens
  • Business Entity Structuring - Optimizing corporate structure for tax efficiency
  • Real Estate Tax Planning - Including 1031 exchanges and opportunity zones
  • Charitable Remainder Trusts - Balancing philanthropy with tax benefits
  • International Tax Planning - Navigating complex cross-border tax regulations

Client Success Stories

"After selling my tech company, I was suddenly facing significant tax exposure and had concerns about protecting my new wealth. The Startup Alchemist team implemented a comprehensive wealth preservation strategy that saved me millions in taxes while creating a legacy structure for my family."

Technology Founder
Exit Value: $42M

"Working with the wealth preservation team transformed how I think about my company's success. Instead of just focusing on growth, we're now building with an exit and multi-generational wealth transfer in mind. Their international structuring expertise has been particularly valuable."

Healthcare Entrepreneur
Current Valuation: $75M+

Our Process

1
Discovery & Assessment

Comprehensive evaluation of your current financial situation, assets, business interests, and long-term objectives.

2
Strategy Development

Creation of a tailored wealth preservation blueprint addressing your specific needs for asset protection, tax optimization, and legacy planning.

3
Structure Implementation

Working with our network of specialized attorneys, accountants, and financial professionals to establish the necessary legal entities and frameworks.

4
Ongoing Management

Continuous monitoring and adjustment of your wealth preservation strategy to adapt to changing regulations, market conditions, and personal circumstances.

Important Disclaimer

Startup Alchemist is not a law firm, financial advisory firm, or licensed financial broker. We do not provide legal advice, financial advice, or any regulated professional services. Our services are business consulting in nature.


While we work with channel partners and affiliates who are licensed professionals in legal and financial areas, we encourage all clients to seek independent legal and financial advice when appropriate. We make no guarantees regarding outcomes or results of our services.

Ready to protect your legacy?

Contact us for a confidential consultation on how our wealth preservation services can protect your entrepreneurial success for generations to come.

Schedule a Consultation