Champion Park Advisors

FREQUENTLY ASKED QUESTIONS

What does Champion Park Advisors do?

We help successful individuals, families, and business owners coordinate wealth preservation, continuity, and structural planning strategies through a network of trusted professional and institutional partners.

Our role is to provide strategic oversight and coordination across multiple disciplines, helping clients build a more integrated wealth infrastructure.

Are you a law firm?

No.

We are not a law firm and do not provide legal advice.

When legal services are required, we coordinate with qualified estate planning attorneys, trust attorneys, and other licensed legal professionals.

Do you provide tax advice?

No.

We do not provide tax advice or prepare tax returns.

Tax-related matters are handled by qualified CPAs, tax attorneys, and other licensed professionals.

Do you manage investments?

No.

We are not an investment advisory firm and do not manage investment portfolios.

When appropriate, we coordinate with a client's existing advisors or facilitate introductions to qualified professionals.

What is wealth preservation?

Wealth preservation focuses on protecting and maintaining wealth over time.

This may involve coordinating strategies related to:

• Asset protection

• Estate planning

• Liquidity management

• Succession planning

• Risk mitigation

• Family governance

• Privacy considerations

The goal is to help clients maintain control and continuity while reducing unnecessary exposure.

What is a Domestic Asset Protection Trust (DAPT)?

A Domestic Asset Protection Trust is a specialized trust structure available in certain U.S. jurisdictions that may provide enhanced asset protection benefits under applicable laws.

Whether a DAPT is appropriate depends on a client's unique circumstances and should always be evaluated by qualified legal counsel.

What is a Dynasty Trust?

A Dynasty Trust is a long-term trust structure designed to support the transfer and stewardship of wealth across multiple generations.

These structures are commonly used as part of broader estate and continuity planning strategies.

What is Infinite Banking?

Infinite Banking generally refers to a strategy involving specially designed cash value life insurance policies that may be used as part of a broader liquidity planning framework.

Any insurance-related recommendations or implementation are handled through licensed insurance professionals.

What is the Buy-Borrow-Die concept?

The term "Buy, Borrow, Die" describes a broad wealth planning concept often discussed in connection with borrowing against appreciating assets rather than selling them.

The appropriateness of any borrowing strategy depends on a variety of legal, tax, financial, and personal considerations and should be reviewed with qualified professionals.

Do I need to move assets offshore?

Not necessarily.

Many sophisticated wealth preservation strategies can be implemented entirely within the United States through properly designed structures and qualified professional guidance.

Each client's circumstances are different, and recommendations should be evaluated individually.

Do you work with existing advisors?

Yes.

Many of our clients already have trusted attorneys, CPAs, financial advisors, and bankers.

Our preferred approach is collaborative, working alongside existing advisors whenever possible.

Who is an ideal client?

Our services are generally most appropriate for:

• Business owners

• Founders

• Real estate investors

• Professionals with elevated liability exposure

• High-net-worth families

• Multi-generational family enterprises

How does your engagement process work?

Our process typically includes:

1. Initial Consultation

2. Discovery & Assessment

3. Strategic Review

4. Coordination of Professional Resources

5. Implementation Oversight

6. Ongoing Review & Optimization

Each engagement is customized based on the client's objectives and circumstances.

How are your services priced?

Pricing varies based on the complexity of the engagement, the scope of coordination required, and the number of professional resources involved.

Clients typically engage us through a combination of project-based architecture fees and ongoing advisory relationships.

Is everything confidential?

Confidentiality and discretion are foundational principles of our practice.

All client information is handled with professionalism and care, subject to applicable legal and regulatory requirements.

How do I get started?

The process begins with a confidential consultation.

During this conversation, we discuss your objectives, current structure, concerns, and long-term goals to determine whether our services are an appropriate fit.