Diserio Martin O'Connor & Castiglioni LLP

Asset Protection

For clients in high/risk, high/reward professions such as “C-Level” executives, hedge fund and investment and wealth managers, physicians, architects, engineers and attorneys, the potential of a catastrophic lawsuit in our increasingly litigious society requires that any estate, tax and succession plan assess both the client’s potential risks and their tolerance for such risks. Our decades of experience in advising high net worth individuals, families and companies enable our firm to structure their assets and insurance portfolios to minimize those risks while still allowing the client to fashion an estate and tax plan that furthers his ultimate goals and objectives.