Strategies of the Ultra-Wealthy – A Mindshift
• Workshop Room 5
Still operating your business in a corporation? Your money & assets are tracked, taxed, and exposed. Discover how the ultra-wealthy own nothing, control everything, and protect their wealth with business structures and tax-saving strategies.
Presented by:
Michael Clanin O.N.C.E. Business Strategies
Michael has over two decades of experience in the financial and insurance industry, specializing in tax-free wealth creation, lifetime income strategies, strategic business structures, retirement and legacy planning. A passionate advocate for protecting his clients' hard-earned assets, Michael is committed to helping individuals and business owners build wealth safely and securely—without unnecessary exposure to market risk or overpayment in taxes.
As a former educator, Michael takes a teaching-based approach with his clients, guiding them through complex financial strategies with clarity and confidence. His mission
Michael has over two decades of experience in the financial and insurance industry, specializing in tax-free wealth creation, lifetime income strategies, strategic business structures, retirement and legacy planning. A passionate advocate for protecting his clients' hard-earned assets, Michael is committed to helping individuals and business owners build wealth safely and securely—without unnecessary exposure to market risk or overpayment in taxes.
As a former educator, Michael takes a teaching-based approach with his clients, guiding them through complex financial strategies with clarity and confidence. His mission is to build long-term relationships by helping clients create reliable, tax-efficient income streams that last throughout retirement, while also ensuring a smooth and potentially tax-free transfer of wealth to future generations.
Susan Wolrab O.N.C.E. Business Strategies
For over three decades, Susan has served as a trusted advisor, helping clients safeguard and grow their personal, intellectual, and business assets. As a business strategist, she works closely with high-net-worth individuals to design advanced structures and leverage financial strategies that mitigate taxes, protect assets, grow an
For over three decades, Susan has served as a trusted advisor, helping clients safeguard and grow their personal, intellectual, and business assets. As a business strategist, she works closely with high-net-worth individuals to design advanced structures and leverage financial strategies that mitigate taxes, protect assets, grow and preserve wealth.
In business, Susan takes a consultative approach—listening closely, assessing each client’s existing structure and goals, and collaborating with legal and advanced tax experts to craft tailored strategies that ensure lasting legacy protection and financial security.