Asset Protection & Family Governance
Structure your assets, shield your wealth and organize family governance with a real U.S. strategy.
If you built a business, bought property or hold assets in more than one country, you need more than a good accountant. You need a structure that protects what you earned and keeps working even when you are not there.
Many Latino entrepreneurs work hard to get to the U.S., build companies and buy real estate — but leave everything «in their personal name» or in fragile structures. When a lawsuit, a divorce, a tax problem or an inheritance hits, they lose what took years to build.
This service exists to prevent that. We design a real wealth structure: legal entities, operating agreements, tax planning and family governance. All from the U.S., in English or Spanish, tailored to your specific situation.
What does this service include?
Wealth Assessment
- Complete inventory of assets and liabilities
- Map of existing entities and ownership
- Identification of risks and legal exposure
- Analysis of the jurisdictions involved
Structure Design
- Entity proposal (LLC, Trust, Holdings)
- Custom operating agreements
- Separation of personal and business assets
- Shielding against lawsuits and creditors
Tax Planning
- Multi-jurisdiction tax strategy
- Tax burden optimization
- IRS and FBAR/FATCA compliance
- Coordination with local accountants
Family Governance
- Family governance protocol
- Estate planning
- Agreements between family partners
- Orderly generational transition
Ongoing Monitoring
- Periodic structure reviews
- Alerts on regulatory changes that affect you
- Adjustments for family or wealth changes
- Ongoing support in English or Spanish
Who is this service for?
It is for you if:
- You hold assets in the U.S. and in your home country
- Your business grew and everything is still in your personal name
- You want your family protected under any scenario
- You need to organize succession or generational transition
- You have family partners and no clear agreements
- You want to reduce your tax burden legally and in a structured way
It is not for you if:
- You only need a simple LLC to invoice — see the LLC quoter
- You only need your annual tax return — see Annual + Taxes
Why this matters
Legal risk
Without structure, a lawsuit against your business can reach your home, your savings and your family’s assets.
Tax chaos
Assets across countries without tax coordination create double taxation, penalties and IRS problems.
Family conflict
Without clear agreements between family partners, decisions stall, roles blur and the business suffers.
Failed transfer
Without estate planning, generational transition destroys value, triggers unnecessary taxes and splits families.
What changes with structure
- Your personal assets are shielded from business claims
- Your tax burden is optimized legally across jurisdictions
- Your family has clear rules, defined roles and a succession plan
- You sleep well knowing what you built is protected
How we work
Assessment
$29 (credited toward your first service). 30 minutes to understand your current situation.
Proposal
We design a custom strategy with entities, agreements and a tax plan.
Implementation
We create the entities, draft the agreements and execute the structure.
Monitoring
Periodic reviews, regulatory alerts and adjustments as you evolve.
100% remote. Bilingual (English/Spanish). With a team that understands both shores.
Start today
Wealth Assessment
30 min, remote, in English or Spanish. Credited toward your first service.
Book assessment — $29 →Monthly Management Plans
Essential
- Quarterly structure review
- Regulatory alerts
- Email support
- 1 monthly call
Pro
- Monthly structure review
- Priority support
- Tax coordination
- 3 monthly calls
- Access to our professional network
Family Office
- Everything in Pro
- Execution included
- Multi-entity management
- Active estate planning
- Weekly meetings
- Dedicated team
Plan comparison
| Feature | Essential | Pro | Family Office |
|---|---|---|---|
| Periodic reviews | Quarterly | Monthly | Weekly |
| Regulatory alerts | ✓ | ✓ | ✓ |
| Support | Priority | Dedicated | |
| Monthly calls | 1 | 3 | Unlimited |
| Tax coordination | — | ✓ | ✓ |
| Professional network | — | ✓ | ✓ |
| Execution included | — | — | ✓ |
| Estate planning | — | — | ✓ |
| Meetings | — | Monthly | Weekly |
| Dedicated team | — | — | ✓ |
Frequently asked questions
Do I need an LLC to hire this service?
+No. In fact, many clients arrive with no U.S. entity at all. Part of the work is determining which structures you need. If you already have an LLC or another entity, we integrate it into the design. If not, we create it as part of the implementation.
What if I already have an accountant or lawyer?
+Even better. We don’t replace your team, we complement it. We coordinate with your existing professionals so the structure stays coherent. If your accountant is in your home country, we handle the U.S. side and make sure everything fits.
Do you work with families from any country?
+We work mainly with Latin American families holding assets or businesses in the U.S. Our team understands the tax and legal complexity of operating on both sides. If your situation involves other countries, we evaluate case by case in the assessment.
How long does it take to build the structure?
+It depends on complexity. A standard case (2-3 entities, operating agreements, basic tax planning) takes 4 to 8 weeks. More complex cases with multiple jurisdictions or existing family conflicts can take 3-6 months. The assessment gives you a clear timeline.
Is the $29 assessment mandatory?
+It’s not mandatory, but it is recommended. It’s the most efficient way to understand your situation and give you a concrete plan. If you move forward with any service, the $29 is credited to your first payment. A minimal investment to gain clarity before committing a larger budget.
Can you help me if I already have legal problems?
+We can help assess your situation and design a strategy, but we are not a litigation law firm. If you have an active legal issue, we connect you with specialized attorneys from our network and coordinate so the solution is comprehensive. What we do is build the structure so it doesn’t happen again.