Asset Protection & Estate Tax Planning
Your wealth took decades to build. Protecting it shouldn't be an afterthought.
Elite estate planning and asset protection for C-suite executives, founders, and high-net-worth professionals in Chicagoland. We work alongside your financial team to shield what you've earned — before you need to.
$20K+
Avg. Engagement
$8M+
Client Net Worth
WealthCounsel
Member
Chicagoland
Based
The Reality
You insure your health, your car, your home. What about the wealth that funds all of it?
Most high-net-worth professionals have sophisticated investment strategies but rudimentary — or nonexistent — asset protection. Your financial advisor manages growth. We manage protection.
C-Suite Executives
“Your corner office comes with a target on your personal assets.”
Fiduciary liability, shareholder lawsuits, and regulatory exposure put your personal wealth at risk. We build protection before it's needed.
Founders & Entrepreneurs
“You built it from nothing. Don't let one lawsuit take it back.”
From pre-exit planning to post-liquidity asset protection, we ensure your life's work stays in your family — not a courtroom.
High-Earning Professionals
“High earners are high targets. Your malpractice policy isn't enough.”
Surgeons, partners, and senior professionals face outsized liability. We layer protection beyond what insurance covers.
What We Do
Comprehensive Protection for Complex Wealth
Asset Protection
Irrevocable trusts, Cook Islands APTs, domestic asset protection trusts, and LLC structuring to shield your wealth from creditors and litigation.
Tax Reduction
GRATs, CLATs, ILITs, and charitable planning strategies that legally minimize estate and gift taxes on your accumulated wealth.
Executive Planning
Specialized planning for stock options, deferred compensation, golden parachutes, and the unique exposures that come with the corner office.
Business Succession
Exit strategies, buy-sell agreements, and succession planning that protect your legacy and maximize the value of what you've built.
How We Work
A Process Built Around Your Advisory Team
We don't replace your financial advisor — we work alongside them. Your CPA, your wealth manager, and your attorney in the same room, building one cohesive plan.
01
Private Consultation
A confidential, one-on-one conversation to understand your assets, exposures, and goals. We assess your current vulnerabilities and identify opportunities.
02
Custom Strategy Design
Working alongside your financial advisor and CPA, we design a tailored protection and tax reduction plan using the specific legal instruments your situation demands.
03
Implementation & Coordination
We draft, execute, and fund every trust and entity — coordinating directly with your advisory team so nothing falls through the cracks.
04
Ongoing Review
Laws change. Your wealth grows. We review your plan annually and adapt it as your life, business, and the legal landscape evolve.
For Financial Advisors
Your Clients Deserve Elite Estate Planning. Let's Deliver It Together.
We offer a fully customizable process where you're involved as much or as little as you want. Co-branded materials, direct communication, and your client always comes back to you.
Learn About Our Advisor Partnership- Fully customizable engagement process
- Co-branded client surveys and materials
- Direct attorney communication throughout
- Your client returns to your care, not ours
Free Tools
See What's at Stake
The best time to protect your assets is before you need to.
Laws change. Lawsuits don't wait. Your competitors are already protected — are you? Schedule a confidential consultation to discuss your situation.