When your net worth starts to climb, the way you own assets becomes as important as the assets themselves.
Direct ownership of a yacht, private jet, or high-value artwork creates unnecessary exposure—to lawsuits, creditors, estate taxes, and even public scrutiny. That’s why ultra-high-net-worth families rarely hold or own assets in their own name(s).
Instead, they will often use trusts and limited liability companies (LLCs) as layers of protection. These structures help provide:
Privacy – No public record of ownership tied to your name
Asset Protection – Lawsuit-resistant structures
Estate Planning Advantages – Minimizing taxes while controlling how heirs inherit
Efficient Wealth Transfers – Assets move without probate delays and are less likely to be challenged
But here’s the problem:
Many affluent families use only one or two of these tools- and unknowingly leave their wealth exposed or possibly worse, placing the wrong asset in the wrong entity structure.
In the full version of this paper, you’ll learn:
- How trusts and LLCs work together for maximum protection
- Which assets should never be held in your personal name
- A sample structure for a $50M+ family with multiple business, real estate, and lifestyle holdings
- Questions to ask your attorney and financial advisor
Download white paper here