The Vault for Your Wealth: Tax Law. Accounting. Legacy.

We integrate U.S. tax law and accounting to help business owners, professionals, and international families reduce tax exposure, protect assets, and design wealth structures that last generations.

About Andrés Monroy

U.S. International Tax Law & Accounting | 20+ Years of Experience

For more than two decades, I've specialized in U.S. tax law and accounting integration, guiding high-income professionals, business owners, and international families through the complexities of wealth structuring and compliance.

My focus includes:

  • U.S.–LATAM tax integration
  • Capital gains and exit planning
  • Cross-border compliance (FBAR, FATCA, treaties)
  • Wealth transfer and legacy structuring
  • Entity design and accounting optimization

"We don't just prepare taxes or draft strategies. We build integrated frameworks that protect wealth today and secure it for future generations."

Our Services

Integrated law and accounting solutions for wealth preservation and growth

Wealth Structuring & Asset Protection

Asset protection frameworks, private capital systems, intergenerational wealth control, and legacy transfer strategies.

Case Example: A Miami entrepreneur sold his logistics company for $8M. Our structuring preserved $2.3M in taxes that would have been lost.

Tax Strategy & Optimization

High-income tax minimization, exit & liquidity event planning, real estate and passive income strategies, growth vehicles with tax efficiency.

Case Example: A LATAM investor with U.S. property saved $1.1M in capital gains exposure through pre-sale restructuring.

International & Cross-Border Planning

U.S.–LATAM tax integration, offshore entity design, treaty-based planning, residency & jurisdiction strategy.

Case Example: A Colombian family with U.S. assets avoided double taxation and ensured discreet, compliant transfer of wealth.

Business Owner Advisory

Post-sale capital strategy, buy-sell agreements & continuity planning, entity optimization & restructuring, private income systems.

Case Example: A Florida family business secured $5M in tax-free liquidity for succession while reducing ongoing tax exposure.

Our Process

A structured approach to securing your wealth legacy

01

Confidential Evaluation

Identify blind spots and tax exposure through comprehensive analysis.

02

Custom Vault Strategy

Design integrated law + accounting plan tailored to your specific needs.

03

Implementation & Maintenance

White-glove execution with ongoing adjustments and monitoring.

Why Monroy & Co.?

Integrated Law + Accounting

One cohesive strategy, no silos. We combine legal and accounting expertise for comprehensive solutions.

Compliance-First Precision

Frameworks designed to withstand audits, scrutiny, and regulatory shifts.

Exclusivity

Boutique, invitation-only onboarding ensuring personalized service and attention.

Proven Results

20+ years serving business owners, HNWIs, and international families with measurable outcomes.

What Clients Say

"Mr. Monroy is a highly knowledgeable professional... his expertise in capital gains planning has been a key asset to many of my clients. I confidently recommend him as a respected professional and valued friend."

— Andrés Bermúdez, Real Estate Advisor, FL & NY

"Andrés designed sophisticated tax structures that minimized liabilities and positioned my company for multimillion-dollar growth. Strategic, ethical, and invaluable."

— Clay Hodges, Founder, Top One Futures & Top One Trader

The Vault Advantage

We don't sell financial products. We build systems.

Keep more of what you earn

Strategic tax planning to maximize retention of your hard-earned wealth.

Protect assets

Comprehensive asset protection strategies to shield your wealth.

Grow wealth securely

Smart investment structures that balance growth and protection.

Transfer legacy securely

Discreet, efficient wealth transfer solutions for future generations.

You've built your wealth. Now structure it to last.

Schedule a confidential consultation to begin building your customized wealth protection strategy.