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Asset Protection

Heritage Strategies represents some of America's wealthiest individuals and their families. Each client's portfolio of assets is extensive often including, but not limited to, significant commercial and personal real estate holdings, marketable and non-marketable securities, business ownership and retirement plans.

Pursuant to the initial client consultation, Heritage Strategies analyzes, condenses, and simplifies the myriad of asset information into a comprehensive and concise document to reflect the current situation. Utilizing this information and the client's overall estate planning objectives, Heritage Strategies, in conjunction with the clients’ advisory team, reviews all available options for asset protection