Sollertis is a specialized law firm focused on integrated tax planning and asset protection strategies, dedicated to achieve financial freedom for its clients. The firm stands out by offering hands-on guidance and practical insight to simplify the complexities of wealth management, combining business acumen with legal expertise to help clients grow and protect their assets across all areas of life.
The firm’s approach centers on aligning legal structures to minimize or eliminate taxation and risks that threaten wealth. Sollertis serves business owners and high-net-worth individuals, offering tailored strategies such as quarterbacking to coordinate all legal and financial advisors. Their team provides strategic, cross-border solutions designed to safeguard and enhance client wealth through precise, comprehensive planning.
Services Offered
- Taxation
- Estate Tax Reduction Planning
- Foreign Trust & Form 3520
- Staffing & Structure Strategy
- Strategic Tax Planning
- Cross-Border Tax Planning
- Asset Protection
- MAPP® (strategic asset protection planning)
- Slide Trust®
- Bridge Trust
- Quarterbacking (coordinating legal and financial advisors)
- Real Estate Law
- Business Law
- Estate Planning
- Wealth Management Legal Services
Sollertis operates from offices in Dallas, Texas and Rancho Santa Fe, California, serving clients with complex, multi-faceted legal and financial needs. The firm is recognized for its signature offerings and strategic methodologies that help clients organize, protect, and grow their wealth effectively.
