Structuring and Protecting Assets
“Wealth can be a magnet for risks. Fortunately, protection is available.”
— Director of Insurance Advisory Services
Be it taxes, creditors, or accidents, risks to wealth abound.
Preserving your assets can be as challenging as building them.
Once we identify the sources of risk in your life, we can provide objective advice on ways to reduce your exposure. Our specialists have the experience and knowledge to help you with:
- Guarding against creditors by setting up limited liability entities (e.g. corporations, limited liability companies, and limited partnerships)
- Transferring risk via adequate insurance policies
- Taking advantage of safe harbors (e.g. retirement plans)
To learn more about how we can help you preserve your wealth, visit: