Asset Protection Consulting

Private Wealth Asset Protection

For many people, protecting the wealth it has taken years, sometimes a lifetime, to build is top of mind. It is important to know and understand the risks life may present, as well as the steps available to protect you and your family. Our asset protection specialists will review your existing insurance coverage, and seek to identify opportunities for greater protection through traditional insurance, as well as appropriate asset protection strategies, legal structures and anything relevant to cybersecurity law in your state of residence.

In coordination with your estate planning attorney or legal counsel specializing in asset protection from our circle of partners, Private Wealth can also help you achieve other important objectives:


Proactive Planning

“An ounce of prevention is worth a pound of cure.”  This quote from Benjamin Franklin is particularly appropriate when considering options and opportunities to protect your financial assets.  At Private Wealth, we take a proactive approach with our clients, understanding that the best time to mitigate risk is before it arises.

We know life can be unpredictable, and that the protections you put in place today can make or break the future you have planned for you and your family.  Our team understands what is at stake and will work with you to develop a comprehensive strategy and plan with an eye towards the future, anticipating what may lie ahead.

We believe that liability insurance is a critical component to protecting your resources, but we also recognize that the cost is sometimes too high for certain professionals and business owners.  With this in mind, we work closely with our clients’ legal counsel to ensure the appropriate measures, legal structures, and steps are taken to give our clients peace of mind.

discussing  asset protection consulting


Cybersecurity Protection


Insurance is often not enough. You may need more robust cybersecurity policies and third parties checking your online presence to protect against this growing form of fraud. At Private Wealth, our circle of partners includes third-party experts with deep expertise in cybersecurity strategies.


Insurance Reviews

At Private Wealth, we help you manage your relationships with insurance professionals by inviting them to review your coverage at regularly scheduled meetings. We look at your balance sheet, identifying assets that have been added or subtracted since the last review. We get to know your family, their activities and residences. We ask about your business and your nonprofit boards on which you serve, and much more. This information is critical as part of the review of your existing liability coverage, such as the level of your umbrella policy, to make sure they meet your asset protection needs. We have found that this process uncovers gaps and ensures you have the appropriate coverage as your life and lifestyle evolves.

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