Lawsuits, accidents, and other financial risks are a real and significant part of everyday life. Without proper planning, your wealth could be vulnerable to creditors, IRS, and a host of entities who might like to cash in on your misfortune.
Dunn, Pariser & Peyrot guides clients and their families in the design of all their holdings, assets, investments, and businesses. We work with attorneys, insurance specialists, and wealth managers to create a team of professionals all working in unison to protect your hard earned wealth and assets.
Some of the asset protection and risk management services we provide are:
- Asset inventory and analysis
- Business formation strategies
- Tax advantages wealth protection strategies
- Analyzing and optimizing insurance options
- Risk assessment
- Asset protection and risk management team oversight