Asset protection.

Separating personal and family wealth from business and professional risk through properly constructed ownership structures.

What it is

Wealth kept apart from risk.

Those who build businesses carry the risk those businesses generate — and without planning, that risk can reach the personal and family wealth standing behind them. Asset protection is the deliberate separation of the two, so that a difficulty in the business stays in the business.

We construct ownership structures that hold personal and family wealth apart from business and professional risk — properly, lawfully, and in good time, since protection put in place after a problem arises is rarely effective.

How we advise

Separation of wealth

Holding personal and family wealth apart from business risk.

Sound construction

Building protection that is lawful and stands up when tested.

Timing

Putting protection in place before it is needed, not after.

The whole picture

Protecting wealth as part of the wider plan, not in isolation.

Important information

The basis on which we advise.

This page is general in nature and does not constitute tax, legal or financial advice. Advice is given only under a formal engagement, on the basis of your specific circumstances.

ORA Black advises on the design, selection and coordination of structures; it does not act as trustee, foundation council member or administrator, and does not hold client assets. Fiduciary, formation and administration services are provided by appropriately licensed and regulated providers. Where regulated financial services are required, these are provided through ORA Black’s partnership with NEBA Private Clients.

Protect what you have built.

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