Wealth Preservation Planning

Using our Closed Loop Paradigm, we look at wealth preservation differently than most firms, and our clients continue to thank us for it. Whether you are a ultra-high net worth individual or not, you value what you have.

Our approach came from the mentorship of one of this country’s first wealth preservation attorneys – Denis Kleinfeld. After five years under his watchful eye, our firm's principal  launched his own practice based on what his individual views were of what works and what shouldn’t be attempted despite the outcome. We’ve utilized planning structures and protected assets in almost every continent on the globe. Through our experience, simple is always better and our structures reflect that philosophy.

The Closed Loop Paradigm uses, as its cornerstone, integrated estate planning. We collaborate with estate planning specialists to define a system that takes the long view. Wealth preservation is as much a culture of business as it is a personal protection system. From the proper contractual language to more dedicated vehicles like trust planning and insurance, we are more than happy to provide a different voice to consider.

Please take a look at some published articles by Attorney Orofino relating to wealth preservation planning on the following topics: