covering the world over

• Trust Information
  • What's a trust?
  • The Ultra Trust™
  • The Vertex Trust®
  • The Medallion Trust™
  • Avoid expensive lawsuits
  • Become Judgment Proof
  • Wealth Protection
• LLC's
  • What is an LLC?
  • Do I need an LLC?
  • How do I get an LLC?
  • Advantages of an LLC
  • Preserve Your Wealth
  • Types of Ownership
• Going offshore
  • What is a Private Bank
  • Income Tax Deferrals
  • Defer Capital Gains
  • Why International?
  • Tax Havens
  • Strategies
• Limited Partnerships
  • What is an LP?
  • Should I have an LP?
  • Types of Ownership
• About us
  • Who are we?
  • Services We Provide
  • Strategies
  • Asset Protection
  • Rocco Beatrice
  • Contact Us
  • Who are our clients
  • Mail for more Info

ROCCO BEATRICE
CPA, MST, MBA

71 Commercial Street #150
Boston, MA  02109 (USA)
U.S. tel:  508-429-0011
U.S. fax:  508-429-3034

MS - TAXATION,  Master of Science in Taxation, Bentley College.
MBA - Management / Taxation,  Babson College.
BSBA - Management / Accounting,  Babson College.
CPA,  Certified Public Accountant, Commonwealth of Massachusetts.

 International business strategist of complex business transactions. 

 

Mr. Beatrice travels extensively to gain firsthand knowledge and experience,  across boundaries, building strategic real-world channels and providers of  uncommon business solutions. 

Estate Street Partners, LLC   Advisors to the affluent.
FINANCIAL ENGINEERING for wealth preservation & legal protection of your assets, deferral of your capital gains taxes, elimination of probate, elimination of estate & inheritance taxes, deferral, reduction, possibly eliminate income taxes on your income streams through domestic and international strategies.  

FINANCIAL ENGINEERING is how the affluent remain affluent.  They have embraced powerful knowledge:

• You can't be sued for what you don't have.  
  You keep & control what they don't have.
• Deferral is postponing.
• Non-Taxable is a legal exception or exemption.
• Borrowing is a Non-Taxable event.
• Control of your money cannot be delegated to others.

We are NOT lawyers, accountants, financial planners, estate tax planners. We do not sell insurance, mutual funds, stocks, etc. Estate Street Partners provides dynamic strategic custom engineered consulting & research to complex business transactions.  As advisors, we have developed a world-wide network of real-world strategic provider relationships, bonded and licensed international experts, available to us in collaboration and consultation with complete discretion, legal, and tax compliance, across boundaries on a domestic and international basis to meet the financial challenges and goals of our clients strictly within the law.  

Trust is everything.  We have built strategic relationships based on experience, confidence, and insight.  We use good planning, not secrecy.  We rely on law, not secrecy.  If there's no form to file, we make-up our own form and file. We believe in full disclosure.

We act as your personal financial advisors:  We help you identify opportunities, implement dynamic strategies to achieve maximum profitability.  We conduct an in-depth study and information gathering of your project, examine your financial goals, review your alternatives, and we consult our network of experts for safety, legal, and tax consequences. We are not in love with any one product, service, or any one solution.  Our clients want to delegate the responsibility of their complex and delicate transaction to one advisor. They don't want to spend any more time than is necessary and expect complete confidence.  If,.... we take your financial project, we make "your problem is our problem" for an agreed fee.

Our goods and services (our inventory) available for sale are:

1. Information.

2. Know-how.

3. Experience.

4. A world-wide network of bonded and licensed international real-world experts, available to us in collaboration and consultation with complete discretion, legal, and tax compliance of our clients transactions across boundaries on a domestic and international basis.

Property Tax Associates  Contingent fee professionals based on tax refunds of commercial real estate abatements. Hundreds of success stories.  Mr. Beatrice is an expert in real estate and business valuations.

Corporate Tax Executive / Financial International Business  Strategist for multi-national companies
Touche Ross & Co.  (Big 6 U.S. Public Accounting)
Analog Devices, Inc.  (New York Stock Exchange multi-national high tech manufacturer of semiconductors, and related high-tech processes)
The Stop & Shop Companies, Inc.  (New York Stock Exchange / Consumer Retailer)

introduction | ULTRA TRUST | strategies | Rocco Beatrice | contact us
 What's a Trust?

Estate Street Partners, LLC
167 Milk St. #462
Boston, MA  02109-4315
 U.S. tel:  508-429-0011 / U.S. fax:  508-429-3034
RBeatrice@PrivateWealth.com

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