Updated Thursday, September 3, 2015 as of 7:25 PM ET

Asset Protection: Are Your HNW Clients Covered?

“Everybody is concerned about asset protection,” says Gary Pittsford, president of Indianapolis-based Castle Wealth Advisors, “but this is particularly true for high-net-worth clients. They might be targets of lawsuits. If one of their kids backs into someone in a parking lot, they need to have a protection plan in place.”

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Comments (1)
Glad to see this oft-overlooked issue addressed! It does little good to accumulate assets and then just leave them hanging out there for predators and creditors. A good deal of my new book, COVERING YOUR ASSets, deals with asset protection techniques and strategies. Keep 'em covered!
Posted by Leonard C | Monday, March 03 2014 at 4:53PM ET
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