Peritus Private Wealth
 
Protecting Assests

Asset protection is the process of safeguarding one’s assets in advance against those who may make claims against it (creditors, former spouse, son/daughter-in-law, unintended beneficiaries).

It typically employs the use of trusts but who controls those trusts and how they are established is critically important to get right.

Our advisers work closely with accountants and lawyers to assess your exposure to claims against your assets (be they from within your family or from your role as director of a company), making sure you are aware of the risks and strategies that can be used to alleviate them.

 

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