Investment
Your Investment in Protection
Every structure is designed around your assets and risks, so there's no one-size-fits-all price. Pricing is provided at your free consultation, as a clear quote before any work begins.
Domestic Asset Protection & Entity Layering
Pricing available at your free consultation
For business owners, physicians, investors, and real estate portfolios that need sophisticated domestic structuring.
- LLC and entity layering to isolate business and property risk
- Complex trust structures and multi-state planning
- Integration with your existing estate plan
- Coordination with your tax and financial advisors
Strongest protection
Foreign Asset Protection Trust
Pricing available at your free consultation
Our strongest protection: an offshore trust, typically paired with an LLC, for clients with significant exposure or significant wealth.
- Jurisdiction evaluation (Cook Islands, Nevis, and others)
- Trust drafting, trust protector design, and LLC formation
- Independent foreign trustee selection and onboarding
- Solvency analysis and transfer documentation
- IRS and FinCEN reporting setup, coordinated by a CPA
Annual Maintenance & Review
Pricing available at your free consultation
Keeps the structure current, compliant, and defensible as your life and the law change.
- Annual legal review and adjustments for life changes
- Foreign trustee coordination
- Compliance calendar for Forms 3520, 3520-A, FBAR, and 8938
- Asset additions and re-titling as your wealth grows
Third-party fees (foreign trustee, government, registered agent, and tax preparation) are separate and itemized in your quote.
Questions About Cost
Why isn't pricing listed on the website?
Every structure is tailored. Cost depends on the number and type of assets, whether real estate or operating businesses are involved, how many entities are needed, and the jurisdiction and trustee chosen. At your free consultation, once we understand your situation, you'll receive a clear quote before any work begins.
What third-party costs should I expect?
A foreign trust involves fees paid to people other than the firm: the licensed foreign trustee's setup and annual fees, government and registration fees, LLC formation and registered-agent fees, and your annual tax preparation. We itemize these in your quote so there are no surprises.
How does this compare to the cost of a lawsuit?
Defending a single serious lawsuit can easily cost more than an asset protection plan, before any judgment is paid. A well-built structure also changes the economics for a plaintiff's attorney and frequently encourages a reasonable settlement within insurance limits.
Are the fees tax-deductible?
Some portions of fees related to tax advice or the production of income may be deductible depending on your circumstances and current law. We'll discuss this with you and your tax preparer. Don't assume deductibility without advice.
Is the consultation free?
Yes. The initial consultation is free, confidential, and carries no obligation. Its purpose is to understand your situation, tell you whether a foreign trust, a domestic structure, or neither is the right fit, and give you a clear quote.
Get a Clear Quote at Your Free Consultation
Request a confidential consultation. We'll review your exposure and tell you plainly whether a foreign asset protection trust makes sense for you.