Asset Protection

For high net worth individuals, protecting the assets that you have worked for over a lifetime is an important piece of financial planning. Greg has experience in assisting clients with evaluation of their portfolio and structuring a business entity and insurance plan that will provide maximum protection should unforeseen disaster strike.


If you are an individual with significant assets in your own name, you need to develop an asset protection plan. Please call us any time and we'd be happy to discuss your various asset protection options. Many times, trusts, Limited Liability Companies, and/or Corporations can be established to provide a layer of protection and, combined with other planning, will provide peace of mind to wealthy individuals.