Client Fact-Finding Questionnaire
Private Advisory • Asset Protection • Strategic Structuring
Consultation
Right fit
Clear Plan
Defined steps
Protection
Proven processes
Coverage
Nationwide

Thank you for your interest in The Veritas Group. This questionnaire helps us understand your current situation and goals to provide targeted recommendations during our consultation.

IMPORTANT NOTICE: The Veritas Group is not a law firm and does not provide legal advice or legal representation. All services provided are administrative and ministerial in nature and are performed under private contract. Where applicable, The Veritas Group may act as Attorney-in-Fact pursuant to written authorization from the client. Nothing contained herein should be construed as legal, financial, or tax advice.
1
Contact Information & Service Interest

2
Current Entity Structure


3
Financial Profile & Assets

4
Credit Profile
5
Asset Protection & Privacy Concerns
6
Goals & Outcomes
Asset Protection
Privacy Enhancement
Credit Improvement
Tax Benefits
Estate Planning
Business Growth
Wealth Preservation
7
Implementation Preferences
8
Additional Information

Next Steps

Please submit this form or email the completed PDF version to theveritasgroup@protonmail.com

We will review your responses and prepare targeted recommendations for our consultation.