Asset protection and wealth preservation go beyond frivolous lawsuits and divorce. We are in a global economy and your assets are at risk from many areas: A downturn in the housing market, devalued currency, poor economic conditions, trade sanctions, government’s intervention, foreign markets, a downturn in stock markets, interest rates and real estate, just to name a few.
The tools we use to help you in your quest will vary depending on your circumstances. Some of your planning may include an asset protection trust, family limited partnerships, LLC’s, estate tax planning, domestic and offshore trusts. We do not limit the planning to any one strategy; however we do limit ourselves to tax compliant, legitimate time-tested business and asset protection structures.
Our job is to help you build and implement a tax compliant strategy that fits your life-long needs. Your plan can encompass your business, your homes, and your personal life. Your estate, including your generational wealth, as well as your philanthropic and succession planning can also be considered. We start out with the premise that all options are on the table and then develop a strategy that meets with your goals in this ever-changing global environment.We also serve to educate you on the latest in asset protection planning.
Our managing director, Steve Friedman, a former lawyer, believes that the education of our clients is as important as implementation of a well-crafted plan.We will continue to span the globe to give you the most up-to-date, tax compliant strategies. We truly leave no stone unturned in our quest to help you protect what matters to you. Please have a happy, healthy and wealthy protected life.