Comprehensive wealth protection is in high demand by the ultra-affluent. They are looking for ways to ensure everything valuable to them is safe and secure. The demand for this expertise is motivating more wealth managers and other professionals, from accountants to attorneys, to deliver an integrated solution composed of asset protection planning and family security.
“Wealth protection is the coordinated combination of asset protection planning and family security,” said Evan Jehle, partner at FFO Business Management & Family Office. “We’re finding the wealthy are very interested in this integrated service. Those wealth managers and financial advisors who can deliver it can put themselves at a competitive advantage to their peers.”
Russ Alan Prince is a strategist for family offices and many of the wealthiest families in the world. He helps them define and refine the desired outcomes they want. Russ also provides direction in selecting and structuring ultra-wealthy families’ relationships with private wealth industry professionals so they get superior results.