BECOMING A KUVASZ TAX & FAMILY TRUST CLIENT

The Kuvasz Tax &Trust Strategy process:

Michael Hines and The Kuvasz Tax & Family Trust Team provide a comprehensive 'fact finding' questionnaire to Kuvasz Clients. This questionnaire provides information that will assist the appropriate professional ~ Financial Planner, Accountant or Lawyer ~ at the appropriate time and price, to implement your Kuvasz Tax & Family Trust Strategy.

Based on your responses to this Questionnaire, The Kuvasz Tax & Family Trust -referred Professionals will decide which corporate and/or estate structure would be the best solution for the you.

"The Kuvasz" coordinates the scheduling for you with :

• An independent Chartered Accountant to prepare your Insolvency Report and once again to review your Kuvasz Tax & Family Trust Strategy options after a Financial Planning review is conducted.
• An independent Financial Planner to answer any questions on the Kuvasz Questionnaire and again to discuss financial planning & investment ideas to augment your new Family or Business Trust structure. 
• The Kuvasz Tax & Family Trust Team then refers you at no charge, to a selection of Independent Lawyers who will review your chosen Kuvasz Tax & Family Trust strategy as independent counsel so as to ensure you are professionally fitted and legally backed by a Trust Expert Lawyer.

All key details to begin are provided so that the client will have all the information that they need to make a better informed decision as they proceed with this very important aspect of their financial lives; how to properly protect what they have worked so hard to earn.

For more information on Kuvasz Tax & Family Trust Strategies, packages and pricing, please see "Service Packages".