The information presented is for educational purposes only. It is NOT a substitute for the advice of an attorney. We highly recommend you seek legal advice before entering into any type of contractual agreement.



To improve your Business’s performance and provide a successful business strategy

We strive to help business owners develop a solid foundation and business strategy so they can be successful. Within your specific needs we will establish the best entity structures for both personal and business. The purpose of this is to significantly reduce and in most cases, eliminates your expected tax liability that comes with improved sales, productivity & organizational growth. This success should be your legacy that will last into perpetuity.

"Our entire objective is to do one thing. To grow the wealth of the family office."

Find out how?

Who can Participate & Minimums

  • Accredited Investors
  • Sophisticated Investors
  • Other participants on a case by case basis
  • Minimum Contract Size is $10M
  • Commitment Term from client is 12 months Minimum

Our professional staff includes professional trader, business analyst, and a customer retention expert. We have special expertise in compliance, training, and staffing.



We view compliance as an opportunity to help make your business more efficient, accountable, and profitable.



We provide a broad spectrum of strategies & training options to equip your business and staff with the tools necessary to succeed.



We help you understand trends and ideas that are available to you as our client and value those options you have.



To better track all revenue and funds. We are aligned with an Enrolled Agent (EA) to the IRS. All Bookkeeping, Accounting and appropriate tax filings are available for our clients. ​

Our Clients

  • High Net Worth (HNW) Individuals & Business Owners
  • Ultra High Net Worth (UHNW) Individuals & Corporations
  • Professional Athletes
  • Entertainers
  • Other Sophisticated Investors / Entities
  • Commitment Term from client is 12 months Minimum

Trustee & Financial Services LLC supports veterans, the United Student Alliance (U.S.A.) to pay off student loans and to reduce the crippling effects of student loan debt as well as Homeless Children, food and medical care for those children. We also support medical research for stem cell treatments to cure debilitating diseases like cancer, Heart disease, Parkinson’s and other life threatening illnesses.

The largest cause we are agressively pursuing is the staggering student loan debt problem in America. In 2016 over 44 million Americans are effected by a debt that is over $1.3 trillion USD. Visit and make a donation to the Charitable Foundation. This is a quantifiable and measurable donation. For every $500K we can  help pay off 10 students (on average) all four years of school. And when they graduate they will graduate debt free. The goal is to help 5,000 current & former students, veterans and there families. This will set all of these students up for success to be debt free by the time they graduate. Former Students who have student loan debt can participate and have their student loan debt paid as well.  Please consider providing a donation to help others who need a hand. Help us further these fantastic medical breakthroughs & technologies and to eliminate this staggering Student loan debt. Click the Donate button. We have aligned our firm with a 501(c)3 Charitable Foundation so your donation is tax exempt!

“Trustee & Financial Services L.L.C. delivered everything they promised. Today we enjoy greater success because of our ability to reinvest back into our business. We have been able to expanded our market share. Cash flow levels are at an all-time high! All of this was from the same money that we saved from taxes that we "legally" did not have to pay.” Dana Smith

CEO, PomPoms Forever LLC

Don't Be Shy. Get In Touch.

If you are interested in working together, send us an inquiry and we will get back to you as soon as we can!

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