Visions & Voices - Asset Protection and Estate Planning for Family Offices скачать в хорошем качестве

Visions & Voices - Asset Protection and Estate Planning for Family Offices

In this video, Chris Mays and Jeffrey Verdon discuss asset protection for high net worth individuals and families, focusing on integrating asset protection planning with estate planning. They explore the use of various legal structures and strategies to shield assets from potential lawsuits and creditors, ensuring legacy preservation. The conversation also covers the importance of proper compliance and the benefits of setting up both domestic and offshore asset protection trusts. Asset protection planning is essential for preserving wealth against potential lawsuits and risks, especially for high net worth individuals. Integration of asset protection with estate planning ensures that there is an estate to pass on to the next generations even in the face of significant lawsuits. Educational aspect and the process of setting up asset protection structures are crucial, involving clear communication, understanding client's needs, and comprehensive planning. Learn more about Armanino's Family Office Services: https://www.armanino.com/industries/f...