Five Smart ways of how you can protect your wealth?

Five Smart Ways to Build a Moat around your Wealth

  • Get protected before a claim against you is made
  • Cover the basics I.e. homeowners policy, umbrella policy, auto insurance, etc.

Consider advanced asset protection strategies such as Equity Stripping, Captive Insurance Companies, or Establishing Trusts

  • Equity Stripping: In order to protect yourself against creditors, you’d take a bank own against your assets and creditors would have to pay the bank loan to get to your assets
  • Captive Insurance Companies: You’re basically setting up your own insurance companies, and whatever claims are made go through the captive. You now get the surplus instead of an insurance broker.
  • Establishing Trusts

Be sure your professionals are qualified to help you protect your assets

Avoid BIG mistakes that will trip up your asset protection efforts

Want to ensure you don’t have any gaps or missed opportunities in your wealth planning? Click here to “Stress-Test” your current plan FREE.

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Gold Family Wealth, LLC), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Gold Family Wealth, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Gold Family Wealth, LLC is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. A copy of the Gold Family Wealth, LLC’s current written disclosure statement discussing our advisory services and fees is available upon request. If you are an Gold Family Wealth, LLC client, please remember to contact Gold Family Wealth, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services.

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