Does Asset Protection largely depend on the nature of the financial threat?

Absolutely! Divorce, creditors, lawsuits and property foreclosures are all potential dangers to one’s wealth. Each type claim demands its own wealth protection strategy. As the financial professional protects their clients against various types of investment and economic threats, we must protect our clients from a wide variety of predatory threats. But there is no one ‘cookie-cutter’ strategy that is best against all threats.

Categories