Our Process

Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.

Family Wealth Financial Blueprinting™

We don’t just look at a slice of your family’s financial architecture, for example just wealth management, or financial planning, or retirement planning - we look at the whole picture including insurance, college planning, trust and asset protection, medicare, employee benefit plans, tax optimization across entities, wills and estate planning. We work with your group of experts to bring all your information together, to help you understand how well you and your family are really protected.