Who should implement Asset Protection? The simple answer is anyone with net worth. …
Everyone with assets needs Asset Protection. Wealth Preservation and Asset Protection are never a one-size-fits-all plan, but rather case-by-case analysis prepared by experienced practitioners.
We focus on individual clients who want to protect and pass their wealth to future generations. There are methods of Asset Protection available for all people in all classes, businesses and walks of life.
We provides the technology to secure a client’s wealth at an affordable price. We specialize in the art of gathering the most advanced tools and along with educational materials to meet the individual needs of every client in our newfound global economy.
Today, regardless of your net worth or your position at a company or in the government, accidents, litigation over disputes, greedy people, terrorism, scams and litigious, zealous attorneys provide easy access to the courts and law suits.
There is very little about your personal and financial information that cannot be discovered. However, if the assets titled in trust, companies, LLCs and so on, finding and seizing them becomes much more difficult and expensive for a plaintiff’s lawyer. This provides a much safer position for you and your assets.
If you operate your own business, if you have stocks and bonds or real estate, if you are in the public eye as a celebrity or even known in small circles as someone who is “doing well,” you are already vulnerable to a financial predator. As a business owner or a licensed professional, you have a one in three chance of being sued next year.
Our objective is to implement sound business plans and corporate structures in a tax compliant manner in conjunction with succession planning tools that give you the maximum wealth and protection. To do this we utilize Attorneys, CPAs, Financial Planners, Estate Planners, Tax Advisors, Insurance Companies and the like. Then, after consulting our own experts, we work with our client’s own trusted attorneys and accountants when creating the individual’s Asset Protection Plan.
Asset Protection can be utilized by anyone with unprotected wealth. We are poised and ready to help you craft a well thought out plan that will meet your financial needs.
Financial Risk Analysis
Investments Too Risky?
It’s tough to determine which investments to use if you don’t know your own risk tolerance.