Asset Protection & Investment Strategies


Asset protection is needed by different types of professionals who are exposed to litigation risks. Insurance policies are the traditional tools employed to deal with these hazards, but coverage can often be insufficient or very expensive, making personal and family financial loss a real risk.

Asset protection planning offers a more comprehensive solution, as it involves reviewing assets, risks, and financial goals to create a suitable barrier between claimants and the professionals’ assets.

A customized, thoughtfully designed Asset Protection Strategy can be part of the solution for addressing this risk. A properly established plan performs three primary functions: lawsuit deterrence, settlement negotiation leverage, and placing assets beyond the reach of legal opponents.

Because every situation is different, at CONSULTIVA we help clients understand the details related to protecting wealth and developing investment strategies that are appropriate for their assets, in line with client’s risks, financial objectives and comfort level.