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Pols Global Asset Management - About

POLS Global Asset Management, LLC, “POLS”, is an internationally operating US company registered in the State of California.
It provides comprehensive support in the areas of International Asset Concentration, Asset Protection, Living Trusts, Corporate
Trusts and most importantly Trustee responsibilities and functions for the duration of the trust(s). We offer medium-sized
companies, entrepreneurs, and affluent clients access to solutions that are usually only available to larger, capital market-oriented
companies, and provide answers to the often complex financial and strategic challenges in corporate finance.

Trust Lifecycle

Trust Feasibility Study - Step 01

Purpose of the Trust? | Avoidance of probate? | Avoidance of family feuds? | Utilizing cost savings potential? | Is privacy relevant?

Trust Conception - Step 02

Tax Consequences / Evaluation | Wealth Strategy | Distribution Strategy | Beneficiary Planning | Living Trust / Corporate Trust

Trust Formation - Step 03

Formalize the Trust | Finalize Trustee Agreement | Establish Finance Infrastructure

Asset Concentration - Step 04

Transfer of domestic and international holdings, real estate, securities, money market funds and/or rights, patents or licenses.

Trustee Asset Management - Step 05

Implementation of Trust Strategy & Goals defined in the Trust and Trustee Agreement.

End of Lifecycle - Step 06

Beneficiary Transition | Start of New Lifecycle