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THE VAULT

Professionals committed to your success.

Welcome to Monroy & Co. PA. We help high-income individuals, business owners, and international families protect their capital, reduce tax exposure, and structure their wealth for long-term control.

Professional Portrait
Andres Monroy

U.S. International Tax Law & CPA with 20+ Years of Experience

With over two decades of experience in U.S. tax law and international compliance, I bring the perspective of both a Certified Public Accountant (CPA) and a U.S. tax attorney, licensed in both capacities. My work has focused on complex tax structures, IRS representation, international reporting obligations (FBAR, FATCA), and legal strategies for individuals and corporations.

We help high-income individuals, business owners, and international families protect their capital, reduce tax exposure, and structure their wealth for long-term control.

— Andres Monroy

What We Do

We design integrated legal and financial frameworks that:

Shield your assets from excessive taxation

Grow capital without market downside risk

Enable tax-free access to liquidity

Securely transfer wealth on your terms

Common Scenarios We Solve

Real Estate Sales

Reinvest gains while avoiding capital erosion

Business Exits

Preserve liquidity from a sale or exit event

Investment Growth

Reduce exposure to taxes on portfolio or crypto gains

Legacy Transfers

Pass on wealth without probate or public scrutiny

Our Core Services

Wealth Structure Design

  • Asset protection frameworks
  • Tax-efficient capital growth
  • Intergenerational wealth control

Global Tax Optimization

  • U.S.–LATAM tax integration
  • Offshore entity design
  • Cross-border compliance and treaty planning

Capital Efficiency Solutions

  • Growth-linked financial vehicles without exposure to losses
  • Access to your own funds without triggering tax events
  • Legacy tools that combine protection, privacy, and control

Who We Work With

High-Income Professionals & Entrepreneurs

Business Owners Preparing an Exit

International Families with U.S. Assets

LATAM Investors & Expatriates

Our Process

1

Confidential Evaluation

Understand your current tax exposure and structural blind spots.

2

Custom Strategy Design

We create a legally sound, benefit-driven plan tailored to your goals.

3

Implementation & Maintenance

Ongoing guidance, optimization, and updates as life or law evolves.

Services

Wealth Structuring & Asset Protection

Private Capital Systems
Legacy Transfer Planning
Legal Shields
Wealth Privacy Architecture

Tax Strategy & Optimization

High-Income Tax Minimization
Exit & Liquidity Planning
Tax-Advantaged Growth Vehicles
Real Estate & Passive Income Tax Planning

International & LATAM Tax Consulting

U.S.–LATAM Integration
Offshore Structuring
Cross-Border Wealth Alignment
Residency & Jurisdiction Strategy

Business Owner Advisory

Post-Sale Capital Strategy
Buy-Sell Agreements & Continuity Planning
Private Income Systems
Entity Optimization & Restructuring

Implementation & Strategic Maintenance

Legal & CPA Integration*
Annual Strategy Review
Digital Reporting Suite
White-Glove Execution

Additional Services

Charitable Structuring
Pre-Immigration Tax Planning
Next-Gen Wealth Coaching
Banking & Custody Setup

*Services involving regulated activity are executed by our network of licensed CPAs, attorneys, and financial institutions.

Our Unique Value

We don't sell financial products—we build systems. At Monroy & Co., you get:

Integrated Legal + Financial Strategy

Comprehensive approach combining legal precision with financial optimization for maximum impact.

Compliance-First Structures

Every strategy is built on solid legal foundations and regulatory compliance you can trust.

Tools the Wealthy Actually Use

Access to sophisticated wealth management strategies typically reserved for the ultra-wealthy.

Privacy. Control. Leverage.

Maintain complete command over your capital while optimizing for growth and protection.

Ready to Structure Your Wealth?

You've built something valuable — our job is to help you keep it, grow it, and pass it on strategically. Schedule your confidential consultation today.

Disclaimer

Monroy & Co PA is a doing business as (dba) name of Monroy & Associates LP, a limited partnership registered in the state of Delaware. The firm operates in coordination with a network of independently licensed professionals, including CPAs, attorneys, and financial advisors, across various jurisdictions to ensure the delivery of compliant and high-quality services.

This website and all its content are provided for informational purposes only and do not constitute legal, tax, or financial advice. No attorney-client or CPA-client relationship is created by viewing this site, submitting inquiries, or engaging in preliminary communication. Unless explicitly stated in writing, no services are represented or offered under an active license to practice law or public accountancy. All legal or tax-related services are provided in consultation with or through duly licensed professionals in accordance with local regulations.