Asset Protection Society - Advisors | Stephen P. Donaldson
APS 2nd ANNUAL PROTECTION FORUM 2008
Stephen P. Donaldson
Stephen P. Donaldson serves as Chairman of the Board of Fortress Family Office Group, LLC.
graduation from Wayne State University
in Detroit in 1967, Mr. Donaldson
has been immersed in the financial services business both in the U.S. and abroad.
Over the last forty years, Mr. Donaldson
has co-founded two trust companies and three insurance companies, all of which are successfully engaged in business today.
Over the last decade he
has become widely known as one of the leading proponents of coordinating U.S. planning techniques with the utilization of international planning strategies to solve tax and asset protection problems.
As one of the founders of Fortress
, Mr. Donaldson's
business model seeks to provide to families with $5 - $150 million, the same level of coordinated and comprehensive planning normally reserved for much wealthier families.
has lectured around the world on a wide variety of subjects, including Internal Revenue Service and U.S. Treasury Department requirements in international planning