Please contact us for the opportunity to discuss your asset protection needs.
Protection for Your Most
Peace of Mind for You.
Whether it's your loved ones, a family business, or your beloved horse, we offer specialized asset protection strategies. As your trusted advisor, we provide business and family protection, along with growth and transition business strategies. We also help our clients create proper legal structures that limit liability and pass generational wealth in the most tax-efficient way.
A business is often the greatest asset in a family's portfolio but they may not have taken the critical steps necessary to protect that asset. What happens to the business if the owner or a key employee dies? We can formulate plans for these challenges and train you and your team to navigate around business obstacles. Many successful business owners want to optimize their tax strategy and protect their bottom line. We have proven solutions to help lower tax rates for your business and your key employees while protecting both from rising rates in the future.
Philanthropic objectives are often important family discussions and we help families integrate them into long term wealth distribution plans. Although intent is easy to identify and capture, implementation and execution across the many dynamics of a family takes education and careful planning. Our team will smooth the process and help your family execute the plan today for future generations.