Asset Protection Planning with The Quantum Group
The Quantum Group knows that your carefully considered financial and estate plans are of no use or benefit if potential claimants can seize the assets you have acquired. In a world filled with an increasingly high number of legal claims and claimants, it makes sense to take additional steps to protect your assets from potential future claims.
What The Quantum Group Offers
At The Quantum Group, we have surrounded ourselves with the region’s leading law firms and CPA firms for asset protection planning. With our assistance, these resources develop comprehensive asset protection plans for clients who wish to protect their wealth from the claims of possible future creditors.
Who Should Consider Developing an Asset Protection Plan?
Asset protection planning can be critical for high and ultra-high net worth individuals and couples, including:
- Corporate CEOs, CFOs, officers, and directors
- Former business owners who have sold their companies and are considering the future
- Those involved in high-risk occupations (doctors, attorneys, accountants, etc.)
- Fiduciaries (i.e., trustees, guardians, and personal representatives of estates)
- Real estate developers
- Those uneasy with a pre-nuptial agreement but who want to shield assets from potential claims brought by a spouse
Do any of these describe you or a client you are assisting with estate planning or other financial goal refinements, such as tax mitigation? We invite you to contact our collaborative team at The Quantum Group.
Why Trust The Quantum Group for Asset Protection Planning?
At The Quantum Group, we know that higher net worth individuals often struggle to find a trustworthy resource that genuinely knows how to secure your wealth and optimize insurance products to meet your business, personal, and estate financial planning goals. That’s why we’re a different kind of wealth security and insurance solutions provider.
We are collaborative. We listen. And, most of all—we care. Our team helps to achieve financial goals with clear communication between all of the client’s advisors. When the legal, tax, investment, and insurance expertise are communicated effectively, the client wins!
