Wealth Preservation GroupLearn from yesterday. Plan for tomorrow.  Live for today.
 

 

WPG is a unique team of tax attorneys, CPAs, and financial consultants dedicated to the unique concerns of affluent families and their advisers. Asset protection and wealth preservation techniques are our uppermost objectives, supported by financial product and service subsidiaries. For nearly thirty years, professionals seasoned in the expectations of private client relationships oversee privacy, leverage and the seamless integration of adopted strategies. Aside from health, what could be more important than protecting all you have from claimants and predators? Nearly 95% of the world’s lawsuits are filed in the United States, over 50,000 every business day. One in 5 civil suits involves employment issues. There are over 900,000 lawyers in the United States and nearly 100,000 more graduating law schools annually. The “deep pocket” theory combined with a contingency fee compensated litigator enables the poorest plaintiff to engage the ablest and most aggressive attorney to advocate his position. Even if you win, the defense costs and diversion away from your business can cost hundreds of thousands of dollars.

Please contact one of our financial consultants to discuss your interests, or click: and if you prefer, we can contact you.

 
Why Be Concerned?
Many asset owners title assets in the name of individuals or entities without fully comprehending the legal implication of a potential judgment. Properly crafted entities and insulation techniques can make assets difficult to attach to, making your family an unattractive target of potential lawsuits. Additionally, risk assessment specialists may be useful to surface practices that often give rise to legal actions. Many of the strategies are not intuitive and require professional adviser's guidance along with family awareness and cooperation.

WPG is multidisciplinary association of independent professional firms dedicated to the unique concerns of affluent families and their professional advisors. The group consists of tax attorneys, CPAs, offshore specialists and others skilled in promoting wealth insulation strategies, family privacy as well as tax efficacy. While the member firms operate collaboratively, none is a partner of any other member firm. This format enables high level of concentrated expertise and client attention in a cost effective and confidential manner.
 

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