protecting youre assets

Once we assess the type of assets you own through our Family Wealth Worksheet questionnaire, we will better understand your specific risk factors and the level of protection you desire.


We assist our clients in determining the appropriate level of asset protection planning for their particular circumstances.


We consider:

  • Insurance
  • Prenuptial Agreements
  • Asset Segregation
  • Choice of Jurisdiction
  • Gifting
  • LLCs, partnerships, corporations, and asset protection trusts

If you have a business, it is necessary to review how it is set up.  Our Small Business Legal Audit is a key first step.


Customized combinations are layered depending on your needs.  There are many different strategies to accomplish the protection of your assets while you are alive and after you are gone.


Contact us at (650) 761-0992 for a Family Wealth Planning Session™  or book an appointment online now to find out which strategies may be right for you.


Interest Areas

Tips for Keeping it all Safe


Articles from the Chief Counsel's desk.  Sign up for our newsletter to receive these in your email with additional discounts, offers and rewards.

Avoid These 3 Mistakes When Choosing a Successor for Your Business

Selecting the individual to lead your business after you step down is a huge decision. It's not merely about finding someone who mirrors your personality or whom you favor personally.

Rather, the crux lies in identifying a successor who possesses the right qualifications plus the vision and capabilities to steer your company toward continued success. 


During this pivotal decision-making process, it's essential to sidestep these three common pitfalls that often hinder business owners when naming successors, as they can blur objectivity and impede the chosen candidate's ability to effectively assume control of the company.


Let’s dive in.


01 | Overlooking Diverse Leadership Styles

The temptation to seek a successor who mirrors your own thinking and actions can be strong. However, the essence of succession planning lies not in replicating oneself, but rather in identifying an individual poised to build upon your achievements and propel the business forward. 


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3 Business Tax Mistakes to Avoid This Tax Season

Ah tax season – That time of year when we’re required to get our ducks in a row whether we’re ready or not. And as a small business owner, there are extra pieces of your tax filing puzzle you need to watch out for to make sure you’re not only following the law but also getting the most tax savings for your business.

Working with a tax professional is always the best route to go when making tax decisions for your business, but making sure your tax-filing professional has the most accurate information possible about your business is essential in order for them to provide you with the best possible guidance and file the most accurate return come tax time.


To make sure your tax business tax return goes as smoothly as possible, make sure to avoid these three common employer tax mistakes.


01 | Wage and Hourly Payroll Tax Mistakes

Your business gets to deduct the compensation you pay to employees and contractors. But, minimum wage issues, overtime, holiday pay, and comp hours can complicate your payroll if you have W-2 employees and make your tax filing even more complicated. Plus, miscalculating what you’ve paid your employees, and therefore, how much tax has been paid on their earnings can have legal consequences for your company.

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Love Your Business? Love Your Family? Then You Need A Succession Plan

You've put blood, sweat, and possibly a few tears into building your business from the ground up. You've got the vision, the drive, and the occasional coffee stain on your favorite tie. But have you thought about what happens to your business once you decide to hang up your entrepreneurial hat?

And even more importantly – have you thought about what happens to your loved ones if you’re forced to leave your business unexpectedly because you die or become ill?


Like most entrepreneurs, your business and your family are your greatest loves. Show them just how much you care for them by making sure there’s a plan in place for their care, and the management of your business, when you’re no longer at the helm.


The Business Owner's Dilemma

Picture this: You're lounging on a beach, sipping a colorful drink with an umbrella, and basking in the glory of retirement. Sounds dreamy, right? Now, imagine your business, left to fend for itself like a lost puppy in a rainstorm. Without a clear plan for succession, your business could face uncertain times ahead, and the thought of your hard work going down the drain is anything but relaxing.


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Have Kids? Hire Them In Your Business For Major Financial Savings

Paying your kids to help out in your family business, whether they're in middle school, high school, or college, has some great perks. It can teach them about hard work, help them learn how to manage money and kickstart their savings for the future.

Plus, it keeps more money in the family and out of the hands of Uncle Sam.


In return, you get employees who are committed, work well in a team, and are loyal. This might even set the stage for a long-term succession plan for your family business. 


Adding to these advantages, bringing your kids into your business can also lead to some helpful tax savings. Thanks to the Tax Cuts and Jobs Act (TCJA), these tax benefits are now bigger than ever.


However, it's crucial to ensure that if you hire your kids, they actually do real work, and you pay them fair wages. Otherwise, you might draw unwanted attention from the IRS. Some of the benefits of the TCJA will be expiring in 2025, so make sure to take advantage of these benefits this year while you can. I'll provide more details on this below. 


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Elevating Your Small Business: How to Attract Serious Clients Through Professional Branding and Business Structures

Your clients are the heartbeat of your business, and establishing a deep sense of trust with them is the cornerstone of growth and success.

In a world where skepticism and misinformation prevail, nurturing authenticity and reliability in your brand is essential to building and keeping your client base. 


In this blog post, we will delve into effective strategies that will not only build client connections, but also foster trust through the power of your business' branding and communication.


Plus, we’ll explore how living your brand of trust, transparency, and fairness throughout your company’s Legal, Insurance, Financial, and Tax systems will set your company up for success. 


Show Clients You’re Serious By Using Consistent Branding 

To attract and keep clients, they need to trust that your business isn’t just making things up as it goes or running on fumes - that it might close shop in a year or completely change its style as it discovers who it is.

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