A Legacy
Worth Protecting
Deploying precision tax and wealth structures that protect
today’s income and empower tomorrow’s impact.
A Legacy
Worth Protecting
Deploying precision tax and wealth structures that protect today’s income and empower tomorrow’s impact.
A Legacy
Worth Protecting
Deploying precision tax and wealth structures that protect
today’s income and empower tomorrow’s impact.
Advanced Tax Architecture
WealthGuard designs IRS-compliant structures that can reduce taxable income by 20–99%, bringing ultra-high-net-worth strategies to high-earning families who refuse to leave money on the table.
Advanced Entity Structuring
From simplistic LLC hierarchy to multi-layered foundations & trusts, our team implements the right entities, elections, and fiduciaries—ensuring wealth is protected, compliant, and built to last for generations.
Legacy & Impact Planning
WealthGuard helps families move beyond wealth accumulation to purposeful wealth transfer—preserving legacies while enabling reinvestment into communities, causes, and future generations.
The WealthGuard Heritage
0+
Years Experience
0+
Families Served
$0M+
Tax Savings Reinvested
Advanced Tax Architecture
WealthGuard designs IRS-compliant structures that can reduce taxable income by 20–99%, bringing ultra-high-net-worth strategies to high-earning families who refuse to leave money on the table.
Advanced Entity Structuring
From simplistic LLC hierarchy to multi-layered foundations & trusts, our team implements the right entities, elections, and fiduciaries—ensuring wealth is protected, compliant, and built to last for generations.
Legacy & Impact Planning
WealthGuard helps families move beyond wealth accumulation to purposeful wealth transfer—preserving legacies while enabling reinvestment into communities, causes, and future generations.
The WealthGuard Heritage
0+
Years Experience
0+
Families Served
$0M+
Tax Savings Reinvested
IRS-Compliant Solutions
Our mission-grade tax architecture ensures every structure we design aligns with IRS standards—delivering powerful savings while keeping your family’s wealth secure.
White Glove Support
From first strategy session to long-term stewardship, WealthGuard provides white-glove service, guiding every step with discretion, discipline, and clarity.
UHNI Techniques
WealthGuard unlocks elite tax and legacy strategies once reserved for the ultra-wealthy—bringing them within reach of qualified high-income families.
All Strategies. One Office.
Unlike “singular” firms that only push one strategy, WealthGuard operates like a true family office—designing layered structures that fit your goals for liquidity, compliance, and growth. Every plan is built uniquely for your family.
Access to Private Deals
Beyond tax savings, WealthGuard opens the door to private deal flow—fixed-yield opportunities and hedge fund access once reserved only for billion-dollar families. Our clients can reinvest savings into secured returns ranging from 15% to 70%+.
Guaranteed Outcomes
WealthGuard guarantees results: if your tax savings don’t meet the minimum conservative benchmarks we outline, you get 100% of your money back. That means zero risk, with upside built in.
IRS-Compliant Solutions
Our mission-grade tax architecture ensures every structure we design aligns with IRS standards—delivering powerful savings while keeping your family’s wealth secure.
White Glove Support
From first strategy session to long-term stewardship, WealthGuard provides white-glove service, guiding every step with discretion, discipline, and clarity.
UHNI Techniques
WealthGuard unlocks elite tax and legacy strategies once reserved for the ultra-wealthy—bringing them within reach of qualified high-income families.
All Strategies. One Office.
Unlike “singular” firms that only push one strategy, WealthGuard operates like a true family office—designing layered structures that fit your goals for liquidity, compliance, and growth. Every plan is built uniquely for your family.
Access to Private Deals
Beyond tax savings, WealthGuard opens the door to private deal flow—fixed-yield opportunities and hedge fund access once reserved only for billion-dollar families. Our clients can reinvest savings into secured returns ranging from 15% to 70%+.
Guaranteed Outcomes
WealthGuard guarantees results: if your tax savings don’t meet the minimum conservative benchmarks we outline, you get 100% of your money back. That means zero risk, with upside built in.
Lasting Impact. Strategic Advantage.
A fully IRS-compliant charitable giving strategy helps families turn generosity into strategy—supporting communities and causes they care about while maximizing tax reduction. Every Non-Profit Strucure and Donation becomes both a legacy of impact and a powerful tool for preserving family wealth.
Lasting Impact. Strategic Advantage.
A fully IRS-compliant charitable giving strategy helps families turn generosity into strategy—supporting communities and causes they care about while maximizing tax reduction. Every Non-Profit Strucure and Donation becomes both a legacy of impact and a powerful tool for preserving family wealth.
A Legacy of Excellence
Founded by decorated Navy SEAL and Iraq war veteran Mark Matzel-de la Flor, WealthGuard was built to democratize elite family office strategies once reserved only for billionaires. With $500M in client net worth at launch, we combine mission-grade discipline, proven tax structures, and generational wealth planning to help high-income families keep more of what they earn—and protect it for decades to come.
A Legacy of Excellence
Founded by decorated Navy SEAL and Iraq war veteran Mark Matzel-de la Flor, WealthGuard was built to democratize elite family office strategies once reserved only for billionaires. With $500M in client net worth at launch, we combine mission-grade discipline, proven tax structures, and generational wealth planning to help high-income families keep more of what they earn—and protect it for decades to come.
Curated Services.
Lasting Advantage.
This is a sample of the strategies and structures we design for our clients. It highlights the depth of what we offer, but it is not a comprehensive list- every WealthGuard plan is fully customized to each family’s unique financial landscape.
Private Trusts
Series LLCs
Compliant Off-Shore Holdings
Estate Planning
Asset Management
IRS Compliant Filing
Tax Savings Reinvestment Planning
Private Foundations
Statutory Trusts
Tax Bracket Restructuring
Wealth Transfer
Advanced Bookkeeping
Audit & Suit Protection
Non-Profits
Curated Services.
Lasting Advantage.
This is a sample of the strategies and structures we design for our clients. It highlights the depth of what we offer, but it is not a comprehensive list- every WealthGuard plan is fully customized to each family’s unique financial landscape.
Private Trusts
Series LLCs
Compliant Off-Shore Holdings
Estate Planning
Asset Management
IRS Compliant Filing
Tax Savings Reinvestment Planning
Private Foundations
Statutory Trusts
Tax Bracket Restructuring
Wealth Transfer
Advanced Bookkeeping
Audit & Suit Protection
Non-Profits
Ready for
Next-level tax strategy?
Ready for
Next-level tax strategy?