You and/or your clients have worked hard to accumulate assets. Managing risk from creditors or potential plaintiffs is a priority under our current social, economic, and political environment. AJ Esquire advises clients on protection strategies to preserve their wealth.
We do not offer any service that eliminates any member of your existing legal, banking or risk management teams. Rather, we supplement your existing team for the purpose of designing an Asset Protection Structure compliant with US law. We prefer sophisticated clients that have existing legal counsel and trusted relationships with accountants, brokerage, and asset management. The Asset Protection Structures that we offer allow:
- Keeping your current Bank/Brokerage/Fund/Asset Manager.
- Assets remain in the US.
- Transparent structure.
- Compounding wealth for the benefit of heirs.
- Exemption from creditor seizure.
- Permitted and substantial degree of control of decision making during your lifetime.
- Tax-free growth.
- Tax-free distribution or borrowing from “your own” assets.
- Management and/or retiming of capital gains events to blunt their impact.
