INSURANCE AND ASSET PROTECTION STRATEGIES DESIGNED FOR WEALTH PRESERVATION
Insurance Review/Analysis/Placement
Most clients come to us with several existing types of insurance, purchased over several years and under differing circumstances. We begin with a thorough analysis of all policies and offer our recommendations considering your current situation and your particular risks.
Private Placement Insurance
Private placement insurance offers the greatest customization possible in policy and investment options. Waldron takes time to review private insurance and if appropriate, drive the execution by working closely with our integrated private insurance providers.
Exposure Evaluation
As part of an ongoing review and maintenance of your Wealth Plan our experts take time to identify any significant hazards to your net worth, and recommend the steps to take, whether through insurance or a restructuring of holdings to mitigate that risk.
Trust Planning
While recommending the creation of trusts is a staple of asset protection, the management of extraordinary wealth may call for the establishment of trusts for the purpose of asset protection. Waldron has extensive experience advising working in conjunction with our clients trusted attorneys to create a variety of trust strategies.
Interested in learning more about insurance and asset protection strategies? View our additional resources and get a free copy of John Waldron’s “The Entrepreneurial Journey” below.
