Client Testimonials

Family Office.

Reduce your tax liability. Protect your assets. Get access to exclusive deal flow.

For business owners and investors with meaningful income or a pending exit who want to keep more and protect assets. Click below to see if you qualify to work with Travis.

FEATURED AS A CALIFORNIA STATE LEGISLATOR ON

The Ultra-Wealthy's Best-Kept Secret Is Now Yours

Travis Allen Helps You To...

travis allen icon 3

Reduce your tax liability

Strategically structure your income, assets, and entities to minimize taxes and preserve more of your wealth.
travis allen icon 2

Protect your assets

Safeguard your net worth through advanced domestic and offshore asset protection, estate planning, and risk-mitigation strategies used by ultra high net worth families.

travis allen icon 1

The 0 Tax Loophole

The same legal strategies used by many of the world’s billionaires to pay less in tax as a percentage than their secretaries.

Paying Millions in Taxes to ZERO...

“I'm paying ZERO INCOME TAX legally”

“Travis showed me a whole new world where we could legally pay far less taxes—he brought me to Puerto Rico, and now I’m paying 4% corporate tax and zero income tax. It’s unbelievable. One year later, it’s been absolutely wonderful.”

Steve G.

Client

“We've now AVOIDED AN 8 FIGURE TAX BILL— TWICE”

“We just sold our business and faced a huge tax bill. Travis helped us navigate the sale and completely eliminate the taxes. Instead of paying, we reinvested and grew our net worth. We’ve now avoided an eight-figure tax bill—twice.”

Scott and Melissa

Client

“Cut My Taxes From hundreds of thousands to ZERO”

“Travis cut my taxes from hundreds of thousands a year to zero. Even my CPA, who’s been doing this for 20 years, was speechless. She had never seen or heard of the strategies we used.”

Ryan V.

Client

“Kept FAR more of our money”

“Travis helped us keep far more of our money instead of losing it to taxes.”

Eric and Heidi

Client

“Eliminated 90% OF TAXES"

“Since bringing on Travis, our profit margins have grown by 10%, and we’ve eliminated 90% of our taxes.”

Josh S.

Client

“Knew deductions MY CPA DIDN'T”

“Everything he’s teaching me, I had no idea—even my accountant didn’t know. It’s all legal, and I’m finally getting the deductions I’m entitled to.”

Bruno L.

Client

“Uncovered HIDDEN tax benefits”

“He set us up for things we never would have thought about—tax benefits we didn’t know we were eligible for.””Since bringing on Travis, our profit margins have grown by 10%, and we’ve eliminated 90% of our taxes.”

- Bob and Nancy

Client

“Saved us Over a MILLION DOLLARS”

“Within our first year of working with Travis Island, it saved us over a million dollars.”

-Kay and Temi

Client

top CFO and former California Legislator

About Travis Allen

For 6 years, I was a California State Legislator and was Vice Chairman of the Banking & Finance Committee. I saw exactly how politicians create loopholes for themselves and their circles. 

Before politics? Wall Street stockbroker at 23. Built my own firm. Retired at 31 and traveled to over 60 countries. Ran for California Governor with a 50,000-person volunteer army.

Here’s what I learned inside: The tax code isn’t broken. It’s designed to make the rich richer—if you know the rules.

Today, I’m the Personal CFO to dozens of families worth $10M to $100s of Millions. Many of our clients pay zero income tax. Legally. Using the exact strategies I learned during my time in politics.

Your CPA works for the IRS. I work for you.

The 5-Step System I Learned Writing Tax Laws That Now Makes Our Clients Pay Zero

Travis’ Proven Process to Protect Every Dollar You’ve Earned and Keep It Growing Tax Free

How Travis Helps

01

travis allen icon 4

Tax Elimination

Legally reduce your federal income tax burden to absolute zero.

02

travis allen icon 5

Asset Protection

Protect your net worth and make your assets completely invisible and untouchable.

03

travis allen icon 6

Business Advisory

Restructure operations to increase revenue and profit.

04

travis allen icon 7

Liability Protection

Protect your business and personal assets and stop legal threats before they start.

05

travis allen icon 8

Inheritance Tax

Eliminate tax and pass 100% of your net worth to your heirs, tax-free.

Ready to take the first step?

Find Out If You Qualify

Every Day You Wait, the IRS Takes More of Your Money. While you’re reading this, multi-millionaires using our system are paying ZERO.

I only work with a limited number of families per year. My clients are worth $100s of Millions, and they’re tired of subsidizing everyone else’s tax breaks while getting none themselves.

Warning: If you’re happy with your current tax bill, don’t apply. This is for people ready to keep what they’ve earned.