Welcome to Michael Malloy Solutions

Powered by Advanced Financial Solutions Inc. and EWP Financial

Welcome to the Home page of Michael Malloy Solutions powered by Advanced Financial Solutions Inc. We would like to introduce ourselves and our services as an independent, professional financial advisory firm based in New York, California and British Virgin Islands.

“Our goal is to maximize your investment gains through strategies that minimize your worldwide tax burden.”

~ Michael Malloy CLU TEP RFC

 

Please visit our partner sites

 

CURRENT PROGRAMS

  • Enhanced privacy structure for PRC families
  • Expanded Worldwide Planning (EWP) Developer
  • UK Non-Domicile Program for New Tax Laws
  • Program to Protect U.S. Beneficiaries of Foreign Trusts
  • Russian Strategy for New Tax Laws
  • Israeli/U.S.  Tax Compliant Investment
  • Pre-immigration Planning to U.S., both permanent and temporary

CONSULTATION

We understand that each client’s circumstances are unique and that a proper solution can only be found once we appreciate your needs. Please feel free to contact us by email or phone for an initial consultation free of charge and obligation.

International

We are a fully licensed professional financial services advisory company. We operate internationally, utilizing our excellent relationships with professional advisors and financial institutions around the globe.

Experience

We draw from some of the greatest expertise in the field. Our staff comprises highly qualified financial professionals who can call upon many years’ experience in their respective fields. We believe wholeheartedly in teamwork in order to serve clients in the most beneficial and efficient way possible.

Clients

Typically, our clients are high net worth individuals and their families who rely on us to manage their assets using a long-term yet flexible structure that suits their unique needs and wishes. We also act for banks, companies and international organizations who value our ability to provide innovative solutions quickly and reliably.

Once again, feel free to contact us by email or phone for an initial consultation free of charge and obligation.