Broker Check

Asset Protection

It’s not just what you make. It's what you keep.

You've worked hard to get where you are and to build your family's wealth. It’s important that you protect your assets wherever possible.

We can help you with strategies designed with the goal of safeguarding your wealth and reducing taxes, including:

  • Proper titling of homes, vacation homes and other assets
  • Use of captive insurance companies to mitigate risk and provide tax advantages.
  • Creation of protective trusts
  • Use of Family Limited Partnerships and LLCs to help limit your exposure
  • Qualified and nonqualified retirement accounts and insurance trusts

Let us show you these and other ways to help protect your family's hard-earned wealth.

Have a Question?

Thank you!