Asset Protection and Preservation Planning

 

Asset Protection and Preservation Planning, or APP for short, has been proven as a successful strategy in protecting and preserving the hard-earned wealth of High Complex Individuals.

 

It involves applying a series of lawful techniques that protect your assets from undesirable outcomes such as claims of future creditors, squandering heirs and possible litigation; any of which may have a significant impact on your hard-earned wealth. Incorporating the process of organizing your family wealth through Preservation, Accumulation and Distribution, we can achieve the goal of enhancing your financial security and those of your family and future beneficiaries.

 

5 points to ponder on your family wealth:

 

  1. Do you have matters of complexities that create anxiety or concerns in your life?
  2. Do you have family and wealth issues and are unable to determine your net worth?
  3. Do you have many companies with only Shareholders’ Agreements but do not have a Corporate Will or a business successor?
  4. Do you know what is the best holding structure for your onshore and offshore wealth?
  5. How can you ensure a fair and equitable distribution of your wealth to your children and future generations?

 

If you wish to know more or have other areas of concern, contact Azzarion Advisory for a complimentary consultation now.