Asset Protection and Wealth Preservation

Rossway Swan takes an integrated approach to asset protection and wealth preservation and planning. The firm particularly adept at creating customized plans to fit our clients’ unique needs and goals using a highly sophisticated methodology that employs creative to preserve wealth and create wealth for future generations. Our clients trust us to develop a plan that addresses a broad spectrum of current and future circumstances that may encompass potential litigation, family issues or conflicts, professional matters, business and corporate matters, personal obligations, incapacity, and other matters.

A sound wealth preservation plan begins with evaluating a number of factors that may increase an individual’s exposure to risk. High risk professions and lifestyles, difficult family dynamics, estate tax exposure, and beneficiaries with special needs are a few of the numerous considerations we take into account when developing comprehensive plans for our clients.

Our attorneys craft detailed wealth preservation plans and wealth succession arrangements that are designed to preserve value by meticulously addressing aspects related to the access, control, management and ownership of assets. The strategies we employ take into consideration the complete picture of a client’s lifestyle and preferences, including: place of residence, desired mobility, investment objectives, tax and estate planning concerns, present financial circumstances, and the client’s desire to access assets in the future.

Our firm attorneys counsel business owners, investors, high net worth individuals, and fiduciaries to develop and implement wealth management and business succession plans personal to the client. Our attorneys are experienced in estate planning, business succession planning, buy/sell agreement, asset protection planning, emerging business planning, probate and trust administration, and real estate law.

With three offices located in Melbourne/Viera, Vero Beach and Coral Gables, the law firm of Rossway Swan serves clients throughout Florida. Contact us today to speak with one of our experienced asset protection and wealth preservation attorneys.