Asset Protection

Do you worry about potential risks and threats impacting your assets and investments? At Counselize, we understand the importance of safeguarding your wealth and are here to help you do just that. Our experienced asset protection specialists can guide you through developing a tailored strategy that meets your unique needs and circumstances.

Asset protection is all about minimizing the risks associated with asset ownership, including the threat of lawsuits, creditors, and other potential losses. Our services are designed to help you understand these risks and develop a plan that addresses them. Here are some of the ways we can assist you:

Asset Protection Planning 

We’ll work with you to develop a comprehensive asset protection plan that addresses your specific risks and goals. Our advisors will analyze your current assets, income, and liabilities to identify potential vulnerabilities and develop a plan to protect them.

Entity Formation

We can help you establish legal entities such as limited liability companies (LLCs), corporations, and trusts to shield your assets from potential liabilities.

Domestic and Offshore Trusts

Trusts can effectively protect your assets, both domestically and offshore. Our team can help you set up and manage trusts that meet your unique needs.

Business Succession Planning

If you own a business, it’s important to plan for the future and protect your assets in the event of retirement, disability, or death. We can help you develop a succession plan that protects your assets and ensures a smooth ownership transition.

Estate Planning

Estate planning is an essential part of asset protection, as it helps ensure that your assets are passed on to your heirs in a tax-efficient and secure manner. Our lawyers can assist with estate planning, including creating wills, trusts, and other legal documents.