SECURE

Security and Transparency for Your Financial Assets

We provide fortress-level asset protection and strategic tax planning for global enterprises and high-net-worth individuals.

$5B+ Assets Protected
15+ Years Experience
100% Legal Compliance
Abstract digital shield interface displaying financial data

Trusted by Industry Leaders

See how we help businesses secure their future.

The level of detail in their anti-raiding protocols saved our company during a hostile takeover attempt. Invaluable service.

Sarah Jenkins CEO, Horizon Logistics

Navigating international tax law was a nightmare until we engaged Shield & Ledger. Now, we operate with total confidence.

Michael Ross Director, Ross Capital

Our Methodology

A systematic approach to financial security and legal compliance.

Forensic Audit

We analyze your current asset structure to identify vulnerabilities and tax inefficiencies.

Strategy Development

Our experts design a bespoke plan involving onshore and offshore legal entities.

Implementation

We execute the restructuring with full legal compliance and banking integration.

Ongoing Monitoring

Continuous surveillance of regulatory changes to ensure perpetual compliance.

Financial Integrity Dashboard

Real-time monitoring and strategic structuring to ensure your capital remains secure and efficient.

30+ Jurisdictions Covered Global reach with local expertise in tax law.
100%
Audit Success
Stable
500+
Corporate Clients
+15%
24/7
Monitoring
Active
<2h
Response Time
-10%

Shield & Ledger provided the clarity and security structure our firm needed for international expansion.

James Sterling
CFO, Sterling Tech Ventures

Who We Serve

Specialized financial solutions for demanding clients.

Corporations

Multinational entities requiring complex tax structuring and asset defense.

High Net Worth

Individuals seeking privacy and legacy planning for family estates.

Exporters

Businesses dealing with cross-border transactions and currency risks.

Tech Startups

Rapidly scaling firms needing IP protection and efficient capital structures.

Expert Insights

Common questions about asset protection.

Yes, when done correctly. We focus strictly on legal tax optimization and asset protection, ensuring full compliance with international reporting standards like CRS and FATCA.

We utilize multi-layered holding structures, poison pill strategies, and strict IP separation to make assets inaccessible to hostile entities.

While we are based in Canada and Australia, we have established networks in over 30 jurisdictions including Singapore, Switzerland, and the UK.

A typical corporate restructuring for asset protection takes between 4 to 12 weeks, depending on the complexity of the assets and jurisdictions involved.

Consulting Packages

Transparent retainers for continuous protection.

Audit & Compliance

$2,500 /qtr

Rocznie: $25,500

  • Annual Risk Audit
  • Basic Tax Filing
  • Regulatory Updates
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Global Fortress

$10,000 /qtr

Rocznie: $102,000

  • All Shield features
  • 24/7 Crisis Response
  • Dedicated Senior Partner
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Secure Your Financial Future Today

Don't wait for a crisis to protect your assets. Join the client portal to access our secure communication channels and initial audit tools.

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