Estate + asset protection. Domestic and offshore.
Estate planning and asset protection are not the same: estate planning structures wealth transfer; asset protection shields from creditors. Sophisticated families need both. We help with Domestic Asset Protection Trusts (DAPTs), Family Limited Partnerships (FLPs), private foundations, dynasty trusts in premier US jurisdictions, and offshore structures when warranted.
All estate + asset protection vehicles.
Match vehicle to need: protection from future creditors, wealth transfer to next generations, philanthropy with control, offshore for highest stakes.
Asset protection
Shield from creditorsWealth transfer
Multi-generationalPartnership structures
Multi-cell vehiclesEstate planning, done thoughtfully. Patient.
Asset protection trust strength
DAPTs in strong states (NV, SD, AK, DE) provide self-settled spendthrift protection. Once SOL on fraudulent transfer runs (2-4 years), future creditors cannot reach trust assets.
Valuation discounts
FLP and certain trust structures qualify for valuation discounts on gifted interests (lack of control, lack of marketability). 20-40% discounts common; uses gift tax exclusions further.
Dynasty trusts
South Dakota, Nevada, Delaware, Alaska allow perpetual trusts. Family wealth held in trust across generations without estate tax at each generation.
Offshore for highest stakes
Cook Islands, Cayman, BVI, Nevis offer stronger asset protection than US DAPTs. More expensive ($20K-$50K setup) and more US reporting required. For ultra-high-net-worth.
IRS scrutiny defended
FLPs, DAPTs, and offshore structures get audited. Documentation rigor, observed formalities, qualified appraisals, and proper legitimate business purpose hold up. We coordinate with sophisticated counsel.
Integration with estate plan
These vehicles work within a broader estate plan: revocable trust, will, GRATs, ILITs, healthcare directives. We coordinate with estate planning attorney.
About Estate & Asset Protection.
Asset protection vs. estate planning?
Who needs asset protection?
Domestic vs. offshore?
What is a dynasty trust?
Will my home state recognize a DAPT?
What about regular estate planning?
Recommended add-ons
Most customers add these to keep their business compliant year-round.
Registered Agent
Most orderedRequired for every registered business entity in every state.
Compliance Monitoring
Best valueTrack every annual report, registered agent renewal, and license deadline.
Annual Report Filing
RecommendedAuto-file your state annual report. Never miss a deadline.
Premium compliance, no service-fee markup.
Trust you can verify
SOC 2 Type II audited platform. 220,000+ businesses served. 60-day money-back on service fees. State fees passed through at cost with no hidden markup. Explicit AUP on restricted industries.
A compliance partner, not a transaction
Most providers go quiet after checkout. We auto-track every annual report, registered agent renewal, and license deadline across your entities. The Business OS dashboard keeps your compliance score visible year-round.
Premium experience competitors cannot match
Premium positioning, transparent pricing, no service-fee markup on state or federal filings. Premium positioning, transparent pricing, no service-fee markup on state filings.