The best ingredients for protecting your assets from incidents like creditors, divorce, lawsuits, etc., is proactive planning, and guidance from industry experts who have seen it all. We will analyze your current holding, define future financial goals, and produce a plan to make sure your business and personal assets are protected and you have more leverage in any legal event.

When it comes to protecting your hard-earned money and belongings, every option should be explored, and every gap should be filled. Common Strategies include:

• Trusts
• Offshore accounts
• Entity Structure
• Separate Ownership
• Wealth Depletion
• Private Foundations
• Family Partnerships

Our experienced team of CPAs, accountants, and financial advisors are prepared to comprise a creative, effective, and efficient plan to protect your personal and business assets, while also maintaining tax and any other aspects that affect your wealth in mind. Creditors and courts don`t look at wealthy individuals or families any different because of their net worth. If you have any assets you wouldn’t want to risk losing in a legal battle, the best course of action is careful and guided asset protection.

It`s all about taking chips off the table in good times so that you can still walk away from the table a winner no matter what happens in bad times.