Protecting your assets
Once we assess the type of assets you own through our Family Wealth Worksheet questionnaire, we will better understand your specific risk factors and the level of protection you desire. We assist our clients in determining the appropriate level of asset protection planning for their particular circumstances.
We consider:
- Insurance
- Prenuptial Agreements
- Asset Segregation
- Choice of Jurisdiction
- Gifting
- LLCs, Partnerships, Corporations, and Asset Protection Trusts