Asset protection
Asset protection helps ensure that you and your loved ones enjoy the fruits of your labor in an environment that is unremarked by frivolous lawsuits and that mitigates other significant risk events. Our asset protection strategies are personalized, comprehensive, and undisclosed.
We collaborate with a team of investment, tax, insurance, and other professionals who are dedicated to your goals and recognize the special value of this work. Our collaboration helps to ensure that the methods we create are timely executed and consider the myriad of issues you and your family may face because of your affluence.
While asset protection overlaps with estate planning, our focus is more about what happens during your lifetime than transferring assets upon your passing. Still, we also carefully consider multi-generational wealth planning if that is an objective.
In terms of privacy, we recognize your needs are different from other clients. We use our client portal for all client matters and communicate with clients, preferably through the portal because of the ease in which email is compromised. You have your own directory and can stipulate who has access. Meetings that are held virtually may be recorded, but we personally prepare summaries, opting out of Generative AI features during videoconferences. We use couriers and no client information is provided on external calendars. As a law firm, a client’s confidentiality is guaranteed by our rules of professional conduct; accordingly, we do not discuss nor reference client matters outside of our office
Asset protection services require a substantial commitment of time, resources, and, most importantly, trust.