We assist business owners and individuals protect their assets from known and unknown risks. We understand the importance both of assisting clients to acquire wealth and protecting the wealth once created. Asset protection plans should be unique to each client’s specific needs and circumstances.
Although there is no “one size fits all” solution, we often find these techniques are helpful to most of our clients:
- Limited Liability Business Entities
- Insurance
- Business Planning & Coaching
- Charging Order Protections
- Equity Stripping
- Beneficiary Trusts
- Asset Protection Trusts
- ERISA and IRA Protections
- Contractual Risk Shifting