"Want to know the LATEST Trust and Family Office Structure That HNW Clients Are Looking For?"

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Remember: All strategies shared are tested and proven. These are not just theories.
Remember: All strategies shared are tested and proven. These are not just theories.

Mastering Asset Structuring with Family Office, Trust & Estate Planning 2024 [ONLINE] Masterclass:

USUAL PRICE: US$197
NOW: US$97 (More Than 50% OFF)
Note: For Big Case Closer and Asset Structuring Club members, You'll Get Access To This Masterclass. Check Your Email for Sign Up Link.

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Special Offer Click Here Yes! I Want To Learn From Dr. Sanjay!
Introducing "Mastering Asset Structuring with Family Office, Trust & Estate Planning 2024"?
An Exclusive Masterclass To Help You Upgrade Your Career Knowledge In 2024

From: Dr Sanjay Tolani

Your Personal Insurance Mentor
21 X MDRT, 2 X COT, 17 X TOT, 1,200 MDRT in 2023. 
"Dr Sanjay, how do I get started into Family office? Or get started speaking about trust? What do I have to do to kickstart this journey? I realised all the top advisors are doing it and I really want to learn about it!"
Dear Advisor,

Imagine confidently guiding your clients through the complexities of asset structuring, family offices, trusts, and estate planning. Picture yourself becoming the trusted advisor they rely on to protect their wealth, minimize taxes, and build a lasting legacy. This isn't just a dream; it's a skill set you can master.

Every High Net Worth (HNW) client will explore trusts and family offices as potential solutions to their complex financial needs. 

The challenge? Access to reliable, in-depth knowledge about these critical areas is scarce. Where do we even begin to learn about such specialized topics? 

This gap in our education and understanding often leaves us, advisors, feeling out of our depth, unable to provide the comprehensive advice our clients expect and deserve.

After dedicating 22 years to mastering the financial planning industry, going from 1MDRT to 1,200 MDRT in 2023 and guiding advisors to break into the high-net-worth market, I've come to realize the indispensable value of in-depth knowledge in family office, trust, and estate planning for every advisor aiming to excel in the HNW space. Fortunately, I've recorded these insights, strategies, and frameworks, eager to share them with you.

Now, I invite you to embark on this transformative journey with me in the "Mastering Asset Structuring with Family Office, Trust & Estate Planning 2024" workshop. This extensive 3-hour online seminar is meticulously crafted to unlock every strategy, insight, and approach I've leveraged to attract and retain High Net Worth clients.

During the early days of my career, success was measured by the ability to close cases, but today, success is about the impact we create through our advice. It's about guiding our clients to a future they dream of, using strategies that go beyond traditional financial planning.

"Mastering Asset Structuring with Family Office, Trust & Estate Planning 2024" is not just a seminar; it's a pivotal point in your career. Whether you're new to HNW prospecting or looking to refine your skills, this workshop is your gateway to a new realm of possibilities.

Note: This workshop is designed exclusively for financial advisors aiming to elevate their practice. If you're not an advisor, this session might not align with your professional journey.

    CUSTOM JAVASCRIPT / HTML
    Why Should Advisors Join "Mastering Asset Structuring with Family Office, Trust & Estate Planning 2024"?
    Join only if you want access to "compiled" knowledge that save you time... 

    Reflecting on my journey, I remember vividly the early days when the concept of trusts or family offices was presented to me by a client. I found myself at a loss, unable to provide the sophisticated advice such inquiries demanded. 

    It was a humbling experience that highlighted a significant gap in my expertise. 

    But rather than let this setback define my career, I saw it as a call to action—a challenge to deepen my understanding and broaden my skill set. It was not just about managing wealth; it was about creating a legacy, ensuring privacy, and optimizing tax efficiency for my clients. This revelation did not come overnight but was the culmination of years of dedication, learning, and real-world application.

    "Sanjay, How can you not even know about trust and family office solution? I thought you're a financial advisor?" One of my client told me this 22 years ago.

    I've witnessed the struggle many advisors face when trying to understand family offices, trusts, and the broader spectrum of asset structuring. The challenge isn't merely about understanding these concepts in isolation but in integrating them into a cohesive strategy that benefits your clients. 

    The pain of navigating through countless resources, each offering a piece of the puzzle, can be overwhelming. What if I told you there's a way to not only grasp these concepts but to master their integration? Yes, that's the power of asset structuring.

    In this workshop, you will dive deep into:

    • Asset & Family Office Dynamics: Learn how to protect assets, plan tax efficient structure, and leverage the power of family offices to offer unparalleled value to your clients.
    • ​Trusts - Your Asset's Ally: Gain comprehensive insights into the protective nature of trusts and how they can serve as a cornerstone in your client's wealth management strategy.
    • ​Crafting Your Legacy: Navigate the intricacies of estate planning to ensure a secure future for your clients and their next generations.
    • ​Strategy Synthesis: Perfect your approach to asset structuring, tailor-made to meet the individual needs of your clients, ensuring a bespoke service that stands out.

    What Do You Know About Family Office & Trust Structure?
    When was the last time you listen to an expert sharing with you about it?


    "When I first heard about Veronica Trust Structure, it change the way I look at Trust" 

    On 30th April, I'll be inviting Veronica Tam a Trust Asset Structuring Expert to join me in this workshop to share with you more on Trust Structures. 

    Trusts, often interchanged with wills in casual conversations, stand out as a sophisticated legal framework designed to manage and safeguard assets for the benefit of specific individuals or entities, known as beneficiaries. 

    This distinction is crucial, especially for High Net Worth (HNW) families who may not fully grasp the immense potential that trusts hold in the realm of wealth management.

    The importance of trusts for HNW families cannot be overstated, offering benefits that go beyond basic asset protection to address the intricate needs of those with substantial wealth. 

    Here's why understanding trusts and the role of family offices is paramount:

    ✅ Asset Protection and Confidentiality: Trusts offer a fortified shelter for assets, providing a layer of protection that is pivotal for families seeking to shield their wealth from external threats. Moreover, they ensure a level of privacy and discretion that is often sought after by those wishing to keep their financial affairs away from the public eye.

    ✅ Simplifying Wealth Management: For families with diverse and complex portfolios, trusts streamline the process of asset management. They allow for the precise execution of the family's financial strategies, ensuring assets are managed and distributed according to their specific directives.

    ✅ Estate and Succession Planning: At the heart of any robust estate plan is the desire to pass on wealth in a structured and tax-efficient manner. Trusts play a critical role in this process, offering solutions that mitigate the risk of disputes and complications, ensuring a smooth transition of wealth across generations.

    Understanding the mechanics and benefits of trusts, along with the strategic use of family offices, is essential for any financial advisor or family looking to optimize their wealth management strategies. 

    Trusts are not just legal entities; they are powerful instruments of wealth preservation, tax planning, and legacy building, tailor-made to serve the nuanced needs of High Net Worth families.

    What Will You Learn In The Workshop?
    "I'm excited about this workshop because we'll be looking at trust and family office structure differently!"

    Let me be honest, we'll be covering something you can't learn in schools or workshop elsewhere because we'll be directly revealing some "Secret" Structure that only top lawyers an advisors are aware of. 

    In our "Mastering Asset Structuring with Family Office, Trust & Estate Planning 2024" workshop, we will introduce advanced asset structuring techniques for 2024.

    We'll explore sophisticated strategies tailored for financial advisors aiming to navigate the complexities of the HNW landscape. I will be revealing the latest insights into asset structuring, specifically crafted for engaging HNW clients with a focus on trusts, family offices, and estate planning.

    1st Hour - Exploring Trust Structures: We'll unravel the complexities and strategic advantages of various trust arrangements, essential for asset protection and controlled distribution.

    2nd Hour - Family Office Structures: We examine the pivotal role of family offices in comprehensive wealth management and their integration with estate planning for seamless legacy preservation.

    3rd Hour - Mastering Asset Structuring: Learn to synthesize trust structures, family office dynamics, and estate planning into a cohesive strategy, essential for optimal wealth preservation and legacy building in the HNW sector.

    You'll gain insights into high-level asset structuring cycles crucial for your success in the early stages of 2024. Additionally, I'll unveil trust asset structuring , ready for you to implement for immediate results across various HNW client types, including business owners and C-suite executives. Whether you're just starting or are an experienced advisor, you'll discover strategies that enhance your practice.

    You'll also get to listen to Veronica, the trust structure experts, so stay tune!
    "For the FIRST TIME EVER, You'll get to listen to different Trust + SPV structure from the experts themselves"

    Below is a generic Idea of what we'll be covering (don't worry if you don't understand, that's why we are organizing this workshop isn't it?)?: 

    Details Of Mastering Asset Structuring with Family Office, Trust & Estate Planning Masterclass 2024:
    How to access the live session?

    Mastering Asset Structuring with Family Office, Trust & Estate Planning Masterclass 2024:

    HOW DOES THE SESSION WORKS?

    STEP 1:

    Register For The 
    Session

    Click on the button to register on the next page. You may choose your ticket option and proceed with the payment.

    STEP 2:

    Receive Confirmation Email

    Once you have purchased, you will receive a confirmation email with details on how to join the session. 

    STEP 3:

    Attend The Session On Time

    We will be sending you the access to join and watch the live sesion.

    What Will You Receive When You Sign Up?

    Here's a quick overview of what you will receive when you sign up today!

    Immediately after you sign up, I will be sending you a 30 minute pre-recorded video that focuses on the problems most advisors face.

    • Improving client relationships: - Identifying problems and addressing them helps financial advisors to build trust and improve their relationships with clients. 
    • Enhancing performance: - Identify areas where you need to improve their skills or knowledge to better serve your clients.
    • Activity and prospecting: - What is stopping you to multiple your activity rate and how you can create a system like other top advisors.

    Next, I will send you the Big Case Closer Mindset Ebook which covers the following: 

    • 4 Benefits of Big Case Closing - Find out why top advisors in the industry are trying to master these 1% skills & how you can master them too!
    • 3 Case Studies & Strategies Of Top Advisors - Listen to their sales strategies, prospecting methods and how they go about closing more cases.
    • 6 Big Case Closer Mindset "Action" Shifts - Learn the “ACTIONS” steps you need to train your subconscious mind for growth. (These are secrets that I'm revealing for the first time...) 

    Lastly, You Will Get LIVE ACCESS to Mastering Asset Structuring 2024 Masterclass 2024 Where Myself & Asset Structuring Expert I've Invited Will Be Sharing The Following: 

    • Exploring Trust Structures: We'll unravel the complexities and strategic advantages of various trust arrangements, essential for asset protection and controlled distribution.
    • Family Office Structures: We examine the pivotal role of family offices in comprehensive wealth management and their integration with estate planning for seamless legacy preservation.
    • Mastering Asset Structuring: Learn to synthesize trust structures, family office dynamics, and estate planning into a cohesive strategy, essential for optimal wealth preservation and legacy building in the HNW sector.
    Consider Joining The Asset Structuring Club Instead & Join us on a 12 Month Journey?
    For Advisors Who Want To Want To Enter the High Net Worth Market(>10M Networth) in 2024 with "Asset Structuring". Learn How To Position yourself as the "Go-To Finance Expert" and Attract Wealthy Clients.

    Once you sign up for ASC, you will get LIVE ACCESS to Tolani Flow® Portal which covers the Asset Structure and 5 Online Workshop modules (Including This Family office & Trust Masterclass) 

    Having spent the last 22 years in this industry, closing multiple giant cases in the financial planning Fworld,struggling my way up from 1 MDRT to more than 1,200 MDRT in 2023 , I have invented a set of strategies and blueprint to teach advisors on how to get started on Asset Structuring and EXACTLY what to say (especially in Early 2024) to get High Net Worth excited to invest consistently in insurance.

    Everyone talks about HNW, but no one really lays out a step-by-step guide on how to get started. I used to think the same—that I had to start with well-off clients and gradually work my way up to the ultra-rich.

     “But I was wrong! In fact, I've seen many of my mentees start with HNW clients right from day one and never look back.”

    Now that I've turned 40, I think it's a cool time to share this closely guarded secret. It took me 22 years to crack the code. That's why I thought it'd be cool to set up Asset Structuring Club - an ongoing club designed to teach you everything you need to know to get started in the HNW market.

    Imagine being able to confidently advise a client on how to structure their assets to minimize tax implications, or how to legally protect their wealth for future generations. Think of the trust and credibility you'll build, and the doors that will open for you.

    My goal is to help you break into a new market in 2024 using "Asset Structure." 

    Listen To Others Who Have BENEFITED!
    I'm going to let other advisors prove to you why you should attend this Masterclass 2024 Live!
    "I managed to open up case size that are 5X Larger than 2023..." 
    "What I really like about the mentorship is that many top advisors in the industry are part of this program and I get to learn from everyone's strategies. Also, Dr. Sanjay always shares updated strategies that help us stay relevant. It's not just learning about strategies that used to work but strategies that are actually working RIGHT now. Thank you Dr. Sanjay!"
    Mandy, Financial Planner
    “I consider myself as quite a new advisor and were never exposed to the HNW Market previously... Now I'm specializing in it. ”
    "In this industry, I feel very lost. Because I tried investing a lot of money on courses (>$10,000) to learn about HNW market and everyone teaches very complicated concepts. Even when it comes to estate planning, I'm expected to spend months studying and I don't see how my income will improve after learning it. But after joining BCC, Dr. Sanjay just showed me how a simple idea can be used to open up HNW market. Now I spend more time on meeting clients and opening up cases rather than studying long courses that don't gives me any ROI. Truly appreciate what you share Dr. Sanjay."
    Ethan, Financial Planner
    "I've been using Dr. Sanjay's Ideas and Concepts since 2018 and my sales have been improving by 20% year on year." 
    I have been a big fan of Dr. Sanjay's concept presentations since I first know about him. Thanks to his teaching, I've changed my sales process and have been applying all his presentations and it has been really working well. I've taught it to new advisors in my team too! Thank you so much Dr. Sanjay!
    Sarah, Financial Planner
    "See it to believe it... there is a reason why many top advisors are attending Dr. Sanjay's meet-up"
    I know that many top advisors in our industry are learning from Dr. Sanjay himself and being curious, I decided to sign up for his session. I realized he is not only humble and down to earth, but he's also sharing his secrets because he wants everyone to grow. In the session, he shared practical strategies that I have tested and seen results.

    I can feel his generosity in sharing and really appreciate his effort. 

    I've been in the financial planning industry long enough to tell you not everyone is okay with sharing their secrets and Dr. Sanjay actually shares everything he knows and practices. I'm definitely attending this year-end session because I know what he shares can definitely help me improve my income and give me more clarity for the last quarter. 
    Peter, Financial Planner

    "How Donovan Achieved His 1st MDRT In 2020 Using Concepts"

    "How Kaka Implemented New Strategies In 2020 and saw massive results"

    "How Diana From Singapore Achieved Her MDRT In Just 1 Case"

    "How Benedict Achieved His MDRT In Just 1 Case"

    Why Is This Event So Affordable? ... What's Wrong?

    In case you’re wondering why I’ve decided to do this event at a huge discount rather than US$997 which my team suggested…There are a few reasons why I'm doing this...

    #Reason 1: I believe in giving back - After years of trying to figure out what works and what doesn't in the insurance industry, this would be my BEST way of giving back to the family.

    #Reason 2: I want more advisors to join this session & help more advisors who are struggling and lost - I realized many advisors would like to jump into the HNW market. There are many courses out there teaching advisors general methods which will bring them in circles. This 3-hour online seminar is meticulously designed for advisors who aim to elevate their service to High Net Worth clients, ensuring you can navigate the sophisticated realm of asset protection, tax efficiency, and legacy planning with ease. 

    #Reason 3: I hope our industry gets better - If you have read my books or attended my events, you know I’m not a big fan of sharing “fluffy” strategies. This is why I'll be sharing many tested and proven methods I've used before as a practitioner myself and I will share with you what many of the top advisors are doing right now to see results in 2024.

    Together, lets make financial planning happier for everyone!

    Don't Sign Up If You're NOT Going To Watch The Session!

    Here's the “catch”...

    This session is useless for you if you take no action. So please don’t register if you're here to listen for fun. Leave the slot for the next advisor because we're limiting the seats. 

    "I'm not a training company. "

    This session is organized with the sole intention of helping advisors who truly care about their career and want to do well in Q1. 

    So if you have the desire for a workshop that allows for continuous learning and improvement in your approach to High Net Worth client management. Here are 3 benefits on why you should come for this Mastering Asset Structuring Masterclass 2024:

    #1: New advisors who have yet to dive deep into the intricacies of trust and estate planning - While there's a plethora of general financial training available, few offer a focused dive into these crucial areas from a practitioner's perspective.

    #2: Seasoned advisors striving to surpass the $100K commission mark - If you haven't hit this milestone yet, it might be due to gaps in your approach to advising on asset structuring or an unfamiliarity with advanced planning techniques.

    #3: Advisors seeking to refine specific skills in trust, family office, and estate planning but are unsure where to find targeted resources - This workshop covers all bases, filling in any knowledge gaps you might have.

    So please ONLY GRAB THIS Ticket if you are going to watch and attend it or else give the chance to the next advisor, ok? 

    FREQUENTLY ASKED QUESTIONS
    Who is Dr. Sanjay Tolani?
    Dr. Sanjay Tolani, an 21-year member of the Million Dollar Round Table – The Premier Association of Financial Professionals, with 2 Court of the Table & 17 Top of the Table honors.

    In 2023 alone, Dr. Sanjay has successfully crossed >1200 X MDRT.

    He became the youngest member in 2003 at the age of 19 and then qualified as the Youngest Life Member in 2012 at the age of 28. He also became the Youngest Managing Director of an Insurance Brokerage in the Middle East.
    Will Dr. Sanjay's sharing be relevant to us?
    Absolutely! This is because even though Dr. Sanjay is based in Dubai, his clients come from 53 countries including many parts of Asia. He is intimately familiar with taxation rules, industry regulations and even behaviors of the locals worldwide.
    Why is Dr. Sanjay so generous in sharing his trade secrets? Is there a catch?
    For starters, Dr. Sanjay is a solo practitioner. He doesn't manage an agency and has no intention to build one. That's not his focus.

    His intent is to pay it forward and raise the standards of the financial service industry. This way, everyone wins! You'll like to also know that this is not for profit. 

    All the fees collected are used to cover the production cost of the session. 
    Do I have to download any application for the online coaching?
    You won't need to download any application, we will send you the link to join the session. 
    How effective are these strategies shared?
    The strategies share are tested and proven by many members of the mentoring family especially the Big Case Closer members. Lets be honest, there are many new methods you can implement in your business. Dr. Sanjay will be running through all of them with you during the online session. 

    During the online coaching, you will also have notes to refer too so all the framework he will be sharing in the session you will be able to find it in the PDF notes given before the session. 
    I realized people are charging thousands of dollars for a session like this, why is the price significantly lower here?
    The prices are made affordable because the goal of the mentoring family is to make sure financial planning is made easier for everyone. We wanted to make sure every advisor has that equal opportunity to learn the strategies to hit their target because after all hitting your target means getting more income for yourself and your family.

    We also deliberately lowered the price for because this is our way of giving back to the family. However, we are not making it free because we only want motivated and serious advisors to attend this session.

    Think about it , the moment you close one decent case using the strategies shared, wouldn’t the price be worth the investment?
    How is Mastering Asset Structuring with Family Office, Trust & Estate Planning 2024 Masterclass different from other sessions?
    Mastering Asset Structuring with Family Office, Trust & Estate Planning 2024 Masterclass meticulously designed for advisors who aim to elevate their service to High Net Worth clients, ensuring you can navigate the sophisticated realm of asset protection, tax efficiency, and legacy planning with ease.

    Will I Still Get To Listen To Dr. Sanjay Tolani After Mastering Asset Structuring with Family Office, Trust & Estate Planning 2024?
    Not sure. Dr. Sanjay set up Sanjay Mentoring Family to help advisors who are lost in this career. His mission is to make financial planning happier and easier for everyone has been achieved after 5 years of hard work. 

    From 2024 onwards, Dr. Sanjay will be focusing more of this time on this own sales and the big case closer family. He is not a trainer and doesn't want to be one. He has produced enough material to help new advisors get started.

    He might be organizing more meet ups if he has the time, but for now he has no intention. 
    I'm an active ASC/BCC Member, how do I get access to this workshop?
    Check your email for the link to join this workshop. You do not have to purchase this workshop again. 
    If I join ASC now, how can I watch the previous modules?
    We will provide you a portal to view this previous workshop module.
    What are the details of this Online Coaching?
    In this coaching, you will learn the latest insurance strategies from top agent Dr. Sanjay himself. He will be sharing with you what he has been working on for the past two months to achieve his targets even in tough situations like these. 

    While Dr. Sanjay frequently gives talks, this is the only time he is willing to share his last sprint strategies for the mentoring family. So if you MISS IT, there is no replay for it. 

    Unlike a typical seminar, this online coaching requires participants to practice their skills on the spot so Dr. Sanjay can correct them. So get ready to participate actively, because practice makes perfect, doesn’t it? 
    How will I receive the bonus recording & E-Book?
    We will send it to you via email. 
    How often will this online coaching take place?
    This is a one-time session. This might be one of the last few times you get to hear from Dr. Sanjay personally because starting from 2022, Dr. Sanjay will be back to focusing on his insurance business. 

    So please attend if you are serious about learning.

    In the future, the coaching might be carried out by an appointed mentee rather than Dr. Sanjay himself. So grab this chance to interact with him in the session while you can! 

    To make the learning environment more inclusive, we are limiting the number of seats to the coaching. 
    Why is the ticket so affordable? Will you upsell me in this seminar?
    This is an online coaching session, not a preview where we up-sell you expensive courses after the session. 

    The price is purposely made affordable so that more family members can benefit from this session. 
    Can you reserve the seats for me first? I am waiting for my Friend to buy together.
    Ticket access are very limited due to the limit of the platform we are using. The seats are on a first come, first serve basis. This is to ensure fairness to the family. Also since this is our last session, the demand will be very high.
    Should a new advisor attend this session? Will the content covered be too advanced? 
    Every advisor should attend Mastering Asset Structuring with Family Office, Trust & Estate Planning 2024 and here's why:

    ✅New advisors who have yet to dive deep into the intricacies of trust and estate planning - While there's a plethora of general financial training available, few offer a focused dive into these crucial areas from a practitioner's perspective.

    ✅ Seasoned advisors striving to surpass the $100K commission mark - If you haven't hit this milestone yet, it might be due to gaps in your approach to advising on asset structuring or an unfamiliarity with advanced planning techniques.
    Can I buy the recording?
    This live session will not be recorded. This is because we wanted to keep the strategies exclusive for advisors who make the effort to attend the session.

    However, the recording will be made available 24 hours after the session so that if you're in a different time zone you can watch it too.
    I'm from the Big Case Closer family, can I attend this session for free?
    Yes! All members from bigcasecloser.com will be able to attend this session for free because you are part of Dr. Sanjay exclusive mentorship program. The Big Case Closer relationship manager will be informing you about how to join the session. 
    I'm from India and I want to attend the session but I don't have a credit card/debit card. What can I do?
    Call our India session organizer at +91 99300 60314. They will help you. 
    I have other questions.
    For any inquiries, please write to me@sanjaytolani.com or WhatsApp  (+91) 99300 60314 and we will help you out. 

    Sanjay Mentoring Family 2024 | All Rights Reserved