FAMILY OFFICE PROTECTION

Family Office Law (FOL) offers asset protection and insurance solutions designed to benefit small- to medium-size business owners who face risks related to premature death, taxes, and lawsuits. The FOL lawyers know that businesses often need to keep their capital at work in the business using tax-efficient vehicles. Whenever reasonable, we help accumulate assets in trusts and/or insurance policies that provide protection against lawsuits and taxes while also providing necessary liquidity... Insurance and asset protection documents are created with help from FOL's affiliated design and administration firms. Integrated Family Office Insurance Services, Inc. ("IFOS") underwrites insurance. Our Certified Family Office Services ("CFOS") division includes planners with CFP training who work with CPAs to design plans with flowcharts, spreadsheets, project management timelines and legal document descriptions to show the benefits of asset protection planning. Having a clear plan design helps..