A Clear Process Before Implementation Begins
The process is designed to help you understand where your protection has gaps, receive a personalised Asset Protection Blueprint, and decide whether implementation is appropriate for your circumstances.
Discovery Meeting
Together, we complete your Family Wealth Protection Assessment to understand your circumstances, assets and existing protections. After the discovery meeting, you’ll receive a free, personalised Asset Protection Gap Report identifying potential gaps in your current asset protection.
Asset Protection Blueprint
I review the findings in your Asset Protection Gap Report and develop a personalised strategy to address them. Your Asset Protection Blueprint outlines the recommended structures and actions to better protect your family’s wealth. A separate professional fee applies.
Blueprint Implementation
I walk you through your Asset Protection Blueprint, answer your questions and explain the recommended implementation process and costs. If you choose to proceed, I coordinate the work required to put your Blueprint in place. The professional fee for Step 2 is credited towards implementation, with no obligation to proceed.
Start With a Clear Strategy Conversation
Book a Discovery Meeting to understand whether an asset protection and succession strategy is appropriate for your circumstances.