Asset Protection & Privacy Consultation
Find the gaps in your protection before they become problems.
Mark and the team publish tax & legal education on YouTube. Book a call when you're ready to make your plan.
Priced by what you actually have.
The Deliverables
Up to 1 Hour With a Tax Attorney
Review your current entities, assets, privacy, and asset-protection structure.
Up to 1 hour of direct attorney time.
Map Your Current Structure
See how your businesses, assets, estate, and taxes are currently organized.
Customized Trifecta Diagram.
Identify Protection Gaps
See which privacy and asset-protection strategies are already in place and what may be missing.
Asset Protection & Privacy Planning Checklist.
Receive Your Action Plan
Know which issues should be addressed next.
Written recommendations and formal audit.
What clients add next.
The pieces work together. Here are the services most clients engage alongside this one, and the ones we recommend they consider.
Start with a conversation.
A free 15-minute call with a client coordinator, or go straight to a working session with a partner-level attorney. Either way, you leave knowing the next step.