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Comprehensive Asset Protection Strategies for Financial Security
In today's complex financial landscape, protecting your assets is more critical than ever. At RSM, we provide comprehensive asset protection strategies designed to safeguard your wealth and ensure your financial security. From individuals and business, sole trader or company director, our expert team specialises in risk management, financial planning, and legal safeguards to help you navigate potential threats and secure your future.
Asset protection is the use of smart, legal strategies to protect your assets.
By implementing certain measures, a person, business owner or company can protect its assets from risks such as:
- Creditor claims
- Accidents
- Lawsuits
- Separation
- Other events
Asset protection measures aim to help you secure your family’s future, assets, income stream, real estate, and wealth distribution goals.
Tailored Solutions for Every Need
We understand that every individual and business has unique needs. Our tailored asset protection strategies are customised to address your specific situation, offering solutions that include:
Risk Management:
Identifying potential risks and implementing measures to mitigate them.
Financial Planning:
Developing strategies to maximise your wealth and ensure long-term financial stability.
Legal Safeguards:
Utilising legal frameworks to protect your assets from creditors and other threats.
Tax Efficiency:
Structuring your assets to optimise tax benefits and enhance financial efficiency.
Estate Planning:
Ensuring your assets are preserved and transferred according to your wishes.
Business Structure:
Advising on optimal business structures to protect your assets and limit liabilities.
Company Structure:
Creating robust company structures that offer asset protection and enhance operational efficiency.
Personal Guarantees:
Minimising exposure to personal guarantees and ensuring your assets are safeguarded.
Personally Liable:
Implementing strategies to reduce personal liability and protect individual assets.
What does asset protection do?
Asset protection is the use of smart, legal strategies to protect your assets. Most people have insurance to protect against risk, but no insurance can cover every possible scenario, and you may not know which insurances are needed to protect against the unique risks you face.
Think asset protection doesn't apply to you?
Think again.
Frequently asked questions
The need for asset protection evolves as your life or business evolves.
As you get older or more established, you have more wealth to protect and more reasons to protect it.
Asset protection is the use of smart, legal strategies to protect your assets.
Assets for individuals may include property (including the family home or investment property), cars, stocks and money. In business, they could include cash, buildings, equipment, and inventory.
Asset protection measures aim to help you secure your family’s future, assets, income stream, real estate, and wealth distribution goals.
Most people have insurance to protect against risk, but no insurance can cover every possible scenario, and you may not know which insurances are needed to protect against the unique risks you face.
In business, there are many risks that are simply out of your control. For example, your major supplier could go broke, or a client could fail to pay a significant invoice. In life, a person may hurt themselves on your property and decide that you’re responsible for their medical expenses. Or, you may become liable for someone else’s debt after agreeing to go guarantor.
Lawsuits and creditor claims can happen at any time for any reason, and if they happen to you then you will want to rest assured knowing you did all you could to protect your wealth.
An effective asset protection strategy is not a set and forget activity. It is a long term strategy that takes time and money to implement, and commitment to re-visit and adjust it to account for changes in your situation.
Asset protection is an in-depth process requiring guidance from an experienced professional.
At RSM, we work with you to identify:
- Your assets – personal assets and/or business assets
- How your assets are currently structured
- The level of risk you are facing
- Your appetite for risk
- Smart asset protection plan
- Limited liability
We then collaborate with you to implement these strategies, with the optimal combination of clever structuring, effective practices and ideal timing.
Client testimonials
Our case studies highlight the successful restructuring and recovery strategies we've implemented for various businesses facing financial challenges.
Each case study showcases our tailored approach to navigating complex situations, from insolvency to voluntary administration, demonstrating how we've helped clients stabilise, restructure, and achieve sustainable growth.
Explore these real-world examples to see how our expertise can guide businesses through difficult times and create viable pathways for the future.
Contact our asset protection experts
Why Choose RSM?
- Holistic Approach: We take a comprehensive view of your financial situation to provide the best protection strategies.
- Personalised Service: Our solutions are tailored to your specific needs and circumstances.
- Proven Track Record: We have a history of successfully protecting our clients' assets and ensuring their financial stability.
GET IN CONTACT
We are here to help with honest, professional and tailored advice. To speak with an asset protection expert at RSM, please fill out the form below >>
GET IN CONTACT
We are here to help with honest, professional and tailored advice. To speak with an asset protection expert at RSM, please fill out the form below >>
GET IN CONTACT
We are here to help with honest, professional and tailored advice. To speak with an asset protection expert at RSM, please fill out the form below >>
ASSET PROTECTION EXPERTS AT RSM
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