Wealth Design creates proprietary intellectual property in financial strategies and risk management techniques. We have particular expertise in the area of structuring innovative financial contracts to achieve specific financial results. 
​Further, achieving optimum accounting treatment has become a critical component of the financial decision. In these difficult times where every dollar of cash flow counts, how an instrument is accounted for can have a significant impact on cash flow. Unfortunately, there is very little analysis of the accounting aspects of these sophisticated transactions. This is largely due to the fact that most advisors do not have any experience in the field of hybrid financial products. However, through an understanding of the unique attributes of the underlying instruments, cash flow efficiencies can be achieved that can greatly reduce the cost of the instrument. 
"Intelligent Designs for the Accumulation and Preservation of Wealth"