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Why structure an asset protection

A well-designed structure allows for the separation of personal assets from conferred assets, defining the rights and benefits of recipients over time. It is a useful tool for planning generational transitions, protecting strategic assets and providing stability to family decisions.

We work with advanced wealth planning tools in regulated jurisdictions, selected based on the client's goals and the relevant regulatory context.

What we do in practice

  • Analysis of wealth and family goals
  • Choice of jurisdiction and most suitable type of structure
  • Definition of administrators and beneficiaries
  • Drafting of letters of wishes and governance rules
  • Coordination with the client's tax and legal advisors

When it makes sense to discuss it

We evaluate the use of asset protection tools when there are significant assets, corporate shareholdings, real estate or activities at risk, or when it is necessary to provide long-term continuity to family and entrepreneurial decisions.

Every project starts with an assessment call of about 30 minutes, in which we analyze the context and suggest possible paths.

Request an assessment call

How a planning project develops

  • Collection of relevant family, asset and corporate information.
  • Definition of goals: protection, succession planning, governance.
  • Choice of jurisdiction, type of structure and involved parties.
  • Drafting of documentation and coordination with the client's professional advisors.
  • Monitoring over time and support in the management's strategic choices.

Benefits for the client

  • Clear separation between personal assets and dedicated assets.
  • Greater predictability in generational transition.
  • Possibility to insert behavioral and governance rules in the long term.
  • Greater protection in the presence of risky activities or complex contexts.