asset protection & wealth preservation

"It's not what you make, it's what you keep." The preservation and protection of assets for our clients is critical. Clients can benefit from some level of wealth preservation and estate planning. This can range from setting up a single domestic legal entity to a sophisticated wealth preservation structure which, depending on the client's needs, could involve domestic and off-shore trusts, investment accounts and tax structures. We coordinate this work with premier legal and investment firms in the United States and Europe.