🔍 Know Your Risk. Know Your Options.

Asset Protection Assessment:
Professional Analysis First

Comprehensive 90-minute strategy session analyzing your assets, threats, and optimal protection strategies—before you invest in implementation.

✓ Complete creditor risk analysis ✓ Asset-by-asset evaluation ✓ Custom strategy recommendations ✓ $2,500 fully credited toward implementation
Schedule Your Assessment
What You Get

Professional Analysis Before You Commit

An Asset Protection Assessment is a comprehensive 90-minute strategy session where I analyze your entire financial situation, identify creditor threats, evaluate protection gaps, and recommend specific strategies tailored to your circumstances.

This is NOT a sales pitch. This is professional analysis where I tell you honestly:

  • What risks you actually face
  • What protection you actually need
  • What each option would cost and deliver
  • Whether you even need asset protection at all
Most attorneys offer a “free consultation” where they spend 30 minutes trying to sell you their most expensive service. I do the opposite: 90 minutes understanding your situation deeply and recommending the right solution—even if that means saying “you don’t need offshore protection.”
Investment: $2,500
100% credited toward any implementation you proceed with
Request Assessment Appointment
Or call directly: (949) 200-1213
🔒 Protected by attorney-client privilege · No spam · No obligation
The Session

Comprehensive 90-Minute Strategy Session

0–15 min

Complete Financial Review

  • Review all significant assets (real estate, investments, business interests)
  • Understand current ownership structure and existing protection
  • Identify high-value assets requiring protection priority
15–35 min

Creditor Risk Analysis

  • Identify all creditor threat sources (professional, business, personal)
  • Assess probability and severity of potential claims
  • Determine overall threat level (low / moderate / high)
35–50 min

Strategy Development

  • Discuss all protection options (domestic, offshore, hybrid)
  • Compare costs, benefits, and protection levels
  • Develop custom recommendations tailored to your needs
50–90 min

Implementation Planning & Q&A

  • Outline specific recommended actions
  • Clear investment requirements for each option
  • Answer all your questions thoroughly

Post-Session Deliverables

  • Written summary of findings and recommendations
  • Comparison table of recommended strategies
  • Investment breakdown for each option
  • Implementation timeline if you proceed
  • Resource materials on recommended strategies

Virtual or In-Person

  • Virtual: Zoom or phone — most clients choose this
  • In-Person: Newport Beach, CA office by appointment
  • Both equally comprehensive and confidential
Real Examples

What Assessment Outcomes Look Like

Every client situation is different. Here’s what honest, professional analysis actually delivers.

Outcome 1: “You Don’t Need Offshore”

Medical Professional ¡ $6M Net Worth

Assessment found existing $2M malpractice insurance was adequate. Recommended: increase insurance to $3M + simple LLC for investment real estate. Saved client $30,000+ by avoiding unnecessary offshore trust.

Investment: $2,500 ¡ Savings: $30,000+
Outcome 2: “Domestic Trust Is Sufficient”

CPA with Practice ¡ $8M Net Worth

Assessment found moderate risk level appropriate for Nevada DAPT. Saved $15,000–$25,000 vs. offshore implementation while getting right-sized protection for the actual risk profile.

Assessment + Implementation net: $18,000
Outcome 3: “You Need Offshore Protection”

Real Estate Developer ¡ $25M Net Worth

History of litigation + high net worth + existing lawsuit threat. Assessment confirmed Cook Islands trust was necessary. Maximum protection justified by actual risk level.

Assessment + Implementation net: $42,000
Outcome 4: “Layered Strategy Is Optimal”

Business Owner ¡ $15M Net Worth

Recommendation: Nevis trust for highest-value assets + Nevada DAPT for secondary assets + LLCs for real estate. Optimized cost and protection.

Sophisticated strategy at right cost for situation
The Math

Why the Assessment Fee Is Risk-Free

Example A
Assessment: $2,500
Cook Islands Trust: $40,000
Credit Applied: −$2,500
Net: $40,000
Same as if no assessment — analysis was free
Example B
Assessment: $2,500
Nevada DAPT: $18,000
Credit Applied: −$2,500
Net: $18,000
Same as if no assessment — analysis was free
Example C
Assessment: $2,500
Implementation: $0
(Don’t proceed)
Keep: professional analysis + clarity
Know exactly where you stand — worth every dollar
FAQ

Questions About the Assessment

Is the assessment fee really fully credited?
Yes, 100%. If you implement any asset protection service, the entire $2,500 is credited to your implementation fee. It’s essentially free professional analysis if you proceed.
Do you ever recommend doing nothing?
Absolutely. If your current protection is adequate, I’ll tell you. I’ve had assessments where I recommended minor improvements rather than expensive trust structures. Honest advice sometimes means “you’re fine as is.”
What information do I need to provide?
General asset information (approximate values), your creditor risk factors, current protection measures, and specific concerns. You don’t need exact figures—ballpark numbers are sufficient for strategic analysis.
Is the assessment confidential?
Completely. Our discussion is protected by attorney-client privilege from the moment we speak. I maintain strict confidentiality of all financial and personal information.
Can my spouse attend the assessment?
Absolutely recommended. Asset protection affects family wealth, and both spouses should understand the analysis and recommendations. There’s no additional charge for including your spouse.

Start with Clarity

You’ve built substantial wealth. Before investing in asset protection, invest in understanding your actual risks and optimal strategies.

Request Assessment Call (949) 200-1213
Virtual or In-Person ¡ Newport Beach, CA Serving clients nationwide