Our Mission is Asset Protection and Helping You Protect Your Wealth...For Life!
Asset protection and wealth preservation go beyond frivolous lawsuits and divorce. We are in a global economy and your assets are at risk from many areas: A downturn in the housing market, devalued currency, poor economic conditions, trade sanctions, government’s intervention, foreign markets, a downturn in stock markets, interest rates and real estate, just to name a few.
The tools we use to help you in your quest will vary depending on your circumstances. Some of your planning may include an asset protection trust, family limited partnerships, LLC’s, estate tax planning, domestic and international trusts. We do not limit the planning to any one strategy; however we do limit ourselves to tax compliant, legitimate time-tested business and asset protection structures.
"We are a group of professionals and specialists in the area of asset protection, estate planning and wealth preservation. We hold a strong belief that there are many ways your assets are at risk. The most obvious is the threat from litigation, the ever-present lawsuit lottery. If you’re perceived as having wealth, you will be a target."- Robert Lambert, Founder
Our job is to help you build and implement a tax compliant strategy that fits your life-long needs. Your plan can encompass your business, your homes, and your personal life. Your estate, including your generational wealth, as well as your philanthropic and succession planning can also be considered. We start out with the premise that all options are on the table and then develop a strategy that meets with your goals in this ever-changing global environment.
We also serve to educate you on the latest in asset protection planning. Our founder, Rob Lambert, a former law professor, believes that the education of our clients is as important as implementation of a well-crafted plan.
We will continue to span the globe to give you the most up-to-date, tax compliant strategies. We truly leave no stone unturned in our quest to help you protect what matters to you. Please have a happy, healthy and wealthy protected life.
Founder - Trust Makers
Featured in Several National Syndications
ASSET PROTECTION NEWS
Learn more about protecting your assets with these articles:
If you are looking for the most important concepts in Asset Protection, this is where to start! If you need to talk intelligently about protecting your net worth or you are a professional this online training program is for you!
Get our Free Online Asset Protection Video Course.
Learn how to protect yourself like the pros!
Clear, concise and straight forward, this e-Book will help you make sound decisions with your business and personal assets..
This e-course will give you straight forward asset protection advice you can implement now. One of the best asset protection courses available! Includes 70+ video lessons, 3 Ebooks, and 6 example legal documents!
The key to a solid Asset Protection Plan is the Estate Plan. This downloadable estate organizer will help you keep track of important information about your assets and important legal documents all in one place.