Skip navigation

Archetype your dedicated resource to  Business Yacht Ownership®

 

 Ready to take the next step? 

View Schedule & Register For a Webinar

 

 

 


Business Yachting Educational Consultation

 This consultation will be a foundation to scope what specific needs and guidance the client needs to ensure proper and prudent success in their business yachting pursuits. It is an educational consultation designed to bring clarity and understanding of Business Yacht Ownership.  Specific questions will be addressed, and clarity will be given so clients can understand the appropriateness and benefits in pursuing this business endeavor.

Your Yacht CFO

Owning a yacht and using it in a business should be exciting, motivating, enjoyable, and a prudent way to lower your tax liabilities and grow your net worth while achieving your business and yachting goals.   Commonly, corporate business hires an internal Chief Financial Officer (CFO) to handle financial and regulatory affairs.   In recreational yachting structured as a business that is not always feasible.   Archetype is your outsourced CFO bringing the prudence of business management, financial strategies, prudent business modeling, tax guidance to drive results and success.   By outsourcing with Archetype it is now realistic, achievable, and an affordable necessity to have peace of mind and ideal results.   Who is Your YachtCFO.com?

 Collateralized Financing Program

 Archetype Advisors offers Yacht owners an Investment-based Credit Line (ICL) through Archetype’s relationship with Bank of New York Mellon (BNYM).   It is a flexible line-of-credit providing convenient and creative sources of borrowing for the purchase of your yacht and equipment.  Rather than liquidating securities, the ICL potentially eliminates the possibility of capital gain taxes by selling investments to make traditional down-payments.   ICL keeps your long-term investment strategies and savings intact bringing flexibility, liquidity, and efficiency.  

Benefits: 

 Significantly lower interest rates compared to traditional marine financing

Same week turn around and funding of loan Flexibility of payment and structure to pay loan according to you desire

The best way to make yacht ownership a net worth growth event.

keep you assets intact, buy your boat, let BYO® pay the note, so you continue to grow your personal net worth.  

 

 Tax Preparation:

Archetype Advisors will facilitate the processing, preparing and filing of your personal and business tax returns.   With Business Yacht Ownership people require tax advice, guidance, and filing.  We understand the all the nuisances of the BYO program and how to properly file taxes properly and ensure the correct deductions are taken to help avoid potential examinations and loss of net worth alleviating stress and confusion.    We either become your tax preparer or will gladly partner with your existing accountant to guide them on the actions required with BYO® tax preparation

Archetype Advisors will facilitate the processing, preparing and filing of your personal and business tax returns.   With Business Yacht Ownership people require tax advice, guidance, and filing.  We understand the all the nuisances of the BYO program and how to properly file taxes properly and ensure the correct deductions are taken to help avoid potential examinations and loss of net worth alleviating stress and confusion.    We either become your tax preparer or will gladly partner with your existing accountant to guide them on the actions required with BYO® tax preparation