Introduction

Brown Wealth Strategies, Inc. was formed with the goal of helping our partners and high net worth clients to achieve the Competitive Edge. We want to help you maintain your Competitive Edge by bringing extra value to you and to clients through a full range of creative and quality financial services, especially charitable planned giving programs, offshore asset protection plans and alternative investment opportunities, investment advisory services and Family Office seervices.

Brown Wealth Strategies' expertise enables you to help your clients maintain their Competitive Edge against individuals, organizations and governments that will reduce their assets, including taxing authorities, unknown creditors and litigants, and investment options that expose the client to more risk than is justified.

Brown Wealth Strategies is one of the few firms that offers a "multi-discipline" independent network approach to serving individuals and families with net worth of $2.5 million to $10 million.

The firm is driven by two very important concepts that form the basis of our service delivery, our strategic alliances, and our marketing systems.

The first is the concept of Social Capital, which forms the foundation of one of the most valuable services we can offer to you and your clients. Social Capital represents the capital that has been accumulated by individuals and family clients that is paid out in current income taxes, and that will be paid out in estate taxes. A far more attractive option for many of these families is to direct the application of these assets to social purposes that will serve the philanthropic goals of the clients and that also offer significant tax advantages.