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Lakshmi Kotagiri
  • Residential Landlord
  • Dallas, TX
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Asset protection firm recommendation

Lakshmi Kotagiri
  • Residential Landlord
  • Dallas, TX
Posted

Any recommendation to a firm/professional that works in client's best interest and provide asset protection services? 

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Chris Seveney
  • Investor
  • VA
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Chris Seveney
  • Investor
  • VA
ModeratorReplied
Quote from @Josh St Laurent:

What level of asset protection services? Like a firm that can create LLCs, file S-corp formations, and registered agent service or a team of lawyers that help corporations/wealthy families navigate estate tax problems? 

What is your goal?


 If you have a mortgage there is no anonymity - if you are buying cash then you can shelter the assets etc. but I would not consider doing this unless you had more than $20M. Anything less than that the truth is the only person that cares is you, know one else does. 

  • Chris Seveney
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7e investments
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