Asset Protection
Are Your Assets Exposed to Potential Creditors?
Problems
We live in a litigious society. It is not enough to work hard and create wealth for a comfortable lifestyle. Predators would like nothing more than to relieve a financially independent person of his or her assets. How does one maintain wealth and control while limiting liability?
Solutions
Proactive and creative planning is required to limit liability. Action is required prior to an event that may lead to a judgment. Solutions range from the simple to the complex, but waiting until the event occurs severely limits the ability to protect assets. Smith, Frank & Partners outline strategies to protect and severely hinder access to capital.
While it is not possible to predict in advance every liable event, proactive planning may discourage legal action. The primary objective includes isolating specific assets, to limit liability and to eliminate potential cross contamination. Structuring ownership in a manner conducive to settlement is the desired outcome.
Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC
Investment Advisory Services offered solely through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor
Smith, Frank & Partners, LLC is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc.
NFP Securities, Inc. does not offer legal or tax advice.
Using diversification as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.