Asset Protection Strategies

Asset protection strategies are, and should be, integral to an estate planning process. But asset protection strategies should also be integral to basic business planning. Especially for a family business, complementary asset protection and succession plans are essential to maintaining the long-term health of the business and the people it supports.

We do not view asset protection as a one-time scheme. Offshore corporations, Alaska trusts, and other heavily marketed products can sometimes be more dangerous than helpful. Promoters of these products are typically not vested in their clients’ future and often disappear after the product is sold.  

We prefer to shape asset protection through phased-in and flexible strategies that also serve legitimate business and personal goals. With proper foresight and advance implementation, our clients can protect what they’ve worked to build without exposing themselves to added risk through sketchy, untested schemes that invite regulatory scrutiny.