We are specialists in the provision of a complete range of trust, foundation and company services for both individuals and families. Advisory of clients on appropriate structure for holding assets around the world, providing and operating these structures is one of our core competences. The most common reasons for establishing asset protection structures are to protect assets from risks such as political risk in terms of expropriation, claims from a former spouse or related family member, or legal action that arises from a high-risk occupation. Asset protection structures often comprise a trust but may comprise a foundation. It is important to note that asset protection structures should only be established at a time when there is no knowledge or expectation of any liability and the client is in a position to meet all existing liabilities.

We assist our clients in determining the appropriate level of asset protection planning for their particular circumstances. We will consider insurance, asset segregation, choice of jurisdiction, gifting, partnerships, corporations, and asset protection trusts. Customized combinations are layered depending on the needs of the client and as appropriate.

There are many different strategies to accomplish the protection of your assets while you are alive and after you are gone. To find out which strategies may be right for you, contact us for a Family Wealth Planning Session.