We helped our client effectively shield his assets from future creditors.

Client Profile
Our client looked to us for advice on protecting his $60 million net worth from the claims of potential future creditors or plaintiffs while still retaining maximum access and control over his money. Although the client had heard about offshore trusts, he didn't feel comfortable transferring his assets to a foreign jurisdiction.

The Fishman Associates Solution
We developed a structure that enabled our client to keep his assets in the U.S. while providing the type of asset protection afforded by foreign trusts. The technique included the prudent use of a Family Limited Partnership and foreign trust arrangement.