SwingTree Works for You

You need a smart approach to protecting your family, business, and assets.

As a business ourselves, we know just how important it is to protect assets, reduce taxable liability, and do it in a way that’s 100% compliant every step of the way. The only question is: how do we do it? By working with a small group of CPAs and specialized attorneys,  we can reduce the cost of structuring your family and businesses in the same way the wealthy 1% has been doing it for generations.

We Make It As Easy As It Should Be.

Custom Strategies

Custom solutions for your individual circumstances to avoid lawsuits, divorce, and capital gains tax while also reducing taxable liabilities.

♦ Tax Reduction for Small Businesses
♦ Asset Protection from Litigation and/or Divorce
♦ Control of Wealth Distribution for Beneficiaries


Personalized Approach

We take a personalized approach to family banking by financing and borrowing money from family insurance policies instead of taking high-interest loans from banks.


Comprehensive Solutions

Our comprehensive solutions provide you with everything you need to restructure your family or business to reduce your taxable liability. 

♦ Private Family Banking
♦ Investment Insurance Policies


Ready to Start?

Getting started only takes the click of a button. Simply get in touch and schedule your FREE, no-obligation phone consultation at a time to suit you.

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