Asset protection - real experience

1 Reply

Hi BP members,

I have recently started looking seriously at asset protection and setting up entity/ies to hold my investments. I have spoken with a few attorneys and CPAs but am looking for investors who had actually done it so I can learn from their experience. Specifically looking for investors who share the same "investing profile" as myself - long term, buy and hold, SFHs, done on the side (parallel to holding a full time job). I mainly invest in Texas.

Look forward to connect and chat.

Oren

Originally posted by @Oren H. :

Hi BP members,

I have recently started looking seriously at asset protection and setting up entity/ies to hold my investments. I have spoken with a few attorneys and CPAs but am looking for investors who had actually done it so I can learn from their experience. Specifically looking for investors who share the same "investing profile" as myself - long term, buy and hold, SFHs, done on the side (parallel to holding a full time job). I mainly invest in Texas.

Look forward to connect and chat.

Oren

I'm very much interested in the same thing and am wondering what you've been able to learn on this. I'd be happy to share resources, but we're just starting out so don't know much yet. Our investing profile is identical to yours with a single SFH in Austin.

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