We live in a highly litigious society and one with new risks that are not often understood let alone planned for. High net worth individuals and their businesses are often targets of lawsuits. Physicians, business owners, executives, members of boards of directors (of both public and private companies today) and all professionals are aware that they could lose everything they have worked for if they are not careful or unlucky. Our expertise can assure you the protection and peace-of-mind you are looking for.
You are successful because you have made good decisions and likely built a strong team. The most important decision you can make to protect what you have built is to add a global wealth management and wealth protection expert consultancy to your team. Not all advisers are created equally, and few can help you manage your team of unrelated outside experts.
If you do not have world class legal, tax and investment advisers part of your team, we have deep relationships with the best to select prudent investment vehicles and asset ownership structures to protect you, your family and your business and investment portfolios.