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Asset Protection

Our Expertise

Asset protection is the art of arranging your affairs in a manner that places assets outside the reach of creditors through precision planning and flawless execution. We architect sophisticated strategies that deliver three essential outcomes:

1

Asset Protection

Fortifying wealth through advanced planning techniques and strategic legal structures.

2

Confidentiality

Maintaining absolute privacy and confidentiality.

3

Tax Efficiency

Optimizing structures to reduce taxes.

Our approach

A multi-layered approach provides the most robust defense.
Our services form an integrated shield around your assets.

Strategic Planning

We begin with meticulous due diligence, analyzing your unique position, understanding your objectives, and identifying potential vulnerabilities. This foundation allows us to design custom structures precisely calibrated to your needs.

Explore Phase I

Tactical Implementation

We then execute with surgical precision, creating and deploying legal structures that position your assets beyond reach while maintaining operational flexibility and tax advantages.

Explore Phase II

The Asset Protection Spectrum

We navigate the complete spectrum—from foundational tools to sophisticated arrangements. What sets us apart? We don’t just build fortresses—we understand how they can be breached. Our dual mastery in both asset protection and judgment enforcement provides an unparalleled tactical advantage.

01
Homestead
02
Insurance
03
Exemptions
04
LLCs
05
Trusts
06
Offshore
Phase I : The Architectural Blueprint

Strategic Planning

The planning phase encompasses the design and buildout of a bespoke asset protection plan, as well as all associated strategy and analysis.

01

DUE DILIGENCE 

Liabilities
Evaluating potential claims and identifying risks inherent in industry

Comprehension
Understanding Client objectives, risk tolerance and cash flow

Liaise 
Liaising with Client advisers

02

Strategy

Integration Planning
Combination of income tax planning, succession planning, and asset protection planning. 

Jurisdiction
Optimal combination of domestic and offshore vehicles.

Structural Harmony 
Harmonizing affairs via the Asset Protection Spectrum.

03

OPTIMIZATION

Strategic Tax Planning
Resulting structure is tax efficient

Control
Reconciling control with protection

Future-Proofing
Building adaptability for evolving landscapes.

Phase II : THE FLAWLESS EXECUTION

Tactical Implementation

A brilliant strategy is only as powerful as its execution. We transform the architectural blueprint into a functional, impenetrable legal reality with surgical precision and absolute discretion.  This phase encompasses the drafting and completion of the structure, preparation of necessary tax and post-organization memorandums, updating of professional advisers, and compliance documentation.

Our Blog

Strategic Insights

VIEW ALL INSIGHTS
You Did Everything Right But Have You PROTECTED Your Hard-Earned AssetsAsset Protection

You Did Everything Right But Have You PROTECTED Your Hard-Earned Assets

It was my absolute pleasure to be invited on The Wealth Management…
September 5, 2021
When Transferring Assets to Family BackfiresAsset Protection

When Transferring Assets to Family Backfires

It's like a never ending what-if scenario during many of my consultations,…
October 10, 2020
Dissent: LLCs are a legal fiction, nexus of contractsAsset ProtectionLLC

Dissent: LLCs are a legal fiction, nexus of contracts

The emergency suspension without a hearing of an alcoholic beverage license issued…
September 28, 2020
Implications for Foreigners in the IRS Revision to the EIN ApplicationAsset Protection

Implications for Foreigners in the IRS Revision to the EIN Application

In March, the Internal Revenue Service (IRS) announced a revision to the…
August 28, 2019
There is no such thing as a Limited Liability CorporationAsset Protection

There is no such thing as a Limited Liability Corporation

There is no such thing as a Limited Liability Corporation.  Sure, corporations…
February 20, 2019
Response to Attorney Question: Multiple LLCsAsset Protection

Response to Attorney Question: Multiple LLCs

An attorney question came across my desk the other day and I…
November 5, 2018
Event: Legal Structures for Small BusinessesAsset Protection

Event: Legal Structures for Small Businesses

This past week I had the pleasure of presenting on Legal Structures…
February 17, 2018
LLCs as Creatures of Contract: Don’t Overestimate this Legal FictionAsset Protection

LLCs as Creatures of Contract: Don’t Overestimate this Legal Fiction

I recently sat down with a nonprofit to discuss the asset protection…
August 16, 2017
The LLC Is No Magic Carpet | Personal LiabilityAsset Protection

The LLC Is No Magic Carpet | Personal Liability

I'm consulted quite frequently on the efficacy of using an LLC to…
January 16, 2017
PACC Event: Commentary on the Panama PapersAsset Protection

PACC Event: Commentary on the Panama Papers

I happily accepted an invitation by the Panamanian American Chamber of Commerce…
August 28, 2016
Lawsuit Abuse in FloridaAsset Protection

Lawsuit Abuse in Florida

Lawsuit abuse is reason for worry.  A survey conducted by the National…
August 16, 2016
The Mind of a Personal Injury AttorneyAsset Protection

The Mind of a Personal Injury Attorney

Someone near and dear to me was involved in an accident.  Nothing…
August 6, 2016
Common Types of CreditorsAsset Protection

Common Types of Creditors

The United States is an extremely litigious society with result-oriented judges and…
June 3, 2016
Arizona Charging Order Subject to Garnishment LimitAsset Protection

Arizona Charging Order Subject to Garnishment Limit

The plaintiff successfully sued the defendant in Arizona.  The judgment required the…
May 25, 2016
Will The Court Uphold Your Homestead Exemption?Asset Protection

Will The Court Uphold Your Homestead Exemption?

Florida's constitutionally mandated homestead exemption is the holy grail of exemption planning. …
May 1, 2016
The Panama Papers: What You Don’t KnowAsset Protection

The Panama Papers: What You Don’t Know

  The Panama Papers: A trove of documents leaked from a Panamanian…
April 20, 2016
Split Your LLC Interest Into Two PartsAsset Protection

Split Your LLC Interest Into Two Parts

LLC ownership is evidenced by an LLC interest.  The nature of this…
April 3, 2016
The World’s Favorite New Tax Haven Is the United StatesAsset Protection

The World’s Favorite New Tax Haven Is the United States

This is the title of a recent article by Jesse Drucker of…
January 31, 2016
The Good, Bad and Ugly: Choosing Your Trust ProtectorAsset Protection

The Good, Bad and Ugly: Choosing Your Trust Protector

The linchpin of the offshore trust hinges on control -- or lack…
January 27, 2016
Writing A Beautiful Business PurposeAsset Protection

Writing A Beautiful Business Purpose

German philosopher Gotthold Ephraim Lessing once said that "for me the greatest…
January 7, 2016
Consider An LLC With A Board of DirectorsAsset Protection

Consider An LLC With A Board of Directors

It certainly isn't commonplace to think of the limited liability company (hereinafter…
November 10, 2015
The Offshore Trust: A PrimerAsset Protection

The Offshore Trust: A Primer

The offshore trust reigns supreme when it comes to superiority and efficiency…
October 15, 2015
Yes, You Need A Trust ProtectorAsset Protection

Yes, You Need A Trust Protector

The importance of having a trust protector should not go overlooked.  Generally,…
October 13, 2015
Texas Court Orders Recognition Of $123 Million Dollar Moroccan JudgmentAsset ProtectionEnforcement of International Judgments

Texas Court Orders Recognition Of $123 Million Dollar Moroccan Judgment

The enforcement of international judgments in the United States hinges on the…
October 6, 2015
Compliance With Foreign Law In The International ContractAsset Protection

Compliance With Foreign Law In The International Contract

A fundamental clause to include in your international contract is perhaps the…
October 6, 2015
CONFIDENTIAL CONSULTATION

Your Legacy is Our Priority

Your financial achievements deserve to be protected with the same dedication and expertise it took to build them. We provide more than legal documents; we offer a confidential partnership committed to preserving what you’ve built.

  • Strategic planning tailored to your unique vulnerabilities
  • Multi-jurisdictional expertise for optimal protection
  • Discreet implementation preserving your privacy
  • Ongoing compliance support across all structures

    Schedule Your Strategy Session

    All consultations are strictly confidential

    Information submitted subject to attorney-client privilege. We will never share your details with third parties, and will oppose any subpoena to do so.