Asset Protection &
Risk Management
Protect What You’ve Earned. Insure What Matters. Grow What Comes Next.
At Boutique Family Office™, we combine smart insurance planning with layered legal protection and disciplined investment strategies. From portfolios to property, trusts to titling, we help you stay protected, tax-efficient, and confidently in control—no matter what life throws your way.
Strategic Asset Management
We build personalized, tax-efficient portfolios designed to grow and evolve with you. Leveraging both public and private investments, our approach is guided by your goals, powered by our Intelligent Allocation® models, and supported through your SWAG Retirement Roadmap.
Proactive Risk Protection
Protecting your wealth is just as important as growing it. We provide comprehensive evaluations of your risk exposure and insurance coverage—identifying gaps, overlaps, and outdated policies. Whether you're building a plan or need a second opinion, we offer clear guidance and independent solutions tailored to your goals.
You’ll also benefit from access to a trusted network of professionals, helping you implement the right protection strategies efficiently and cost-effectively.
Our Asset Protection & Risk Management Services Include:
Life Insurance – Legacy planning, liquidity, income protection.
Disability Insurance – Income protection in case of illness or injury.
Long-Term Care Insurance – Coverage for extended care without depleting assets.
Property & Casualty Insurance – Home, auto, and valuables.
Umbrella Liability Insurance – High-limit coverage for lawsuits or liability claims.
Strategic Legal Structures – LLCs, trusts, and layered legal planning for high-liability assets and business owners.
Asset Protection Insurance Review
Evaluate Coverage. Eliminate Waste. Strengthen Protection.
Our fiduciary-based insurance reviews ensure your coverage is fully aligned with your wealth strategy. We assess life, disability, long-term care, and property & casualty policies, along with umbrella, cyber, and key-person insurance for business owners.
Our goal is to help you:
- Identify gaps and outdated policies.
- Reduce overlaps and unnecessary costs.
- Align protection with your overall financial goals.
We serve as your advocate, working alongside top-tier independent professionals to ensure your plan is both efficient and robust.
Advanced Legal Structuring
Trusts, LLCs, and Entity Design to Shield What Matters Most
Wealth attracts attention—and risk. For business owners, property investors, and professionals, we offer advanced legal structuring strategies that help insulate assets from lawsuits, creditors, and high-liability exposure.
Working alongside your attorney or ours, we coordinate layered protection using trusts, LLCs, FLPs, and custom titling strategies. These are designed to protect your business, investments, and legacy without compromising access or flexibility.
We help you:
- Design LLC or entity ownership for rental property, business, and passive income
- Incorporate irrevocable trusts or charitable vehicles into your risk strategy
- Coordinate titling, trustee structure, and estate flow
- Align legal protections with your SWAG Retirement Roadmap
This level of protection goes far beyond insurance. It’s about engineering a plan that grows and protects—at the same time.
Plan With Confidence. Retire With Clarity.
Whether you’re scaling, stepping back, or preparing to sell, we’ll help you keep more of what you’ve earned, protect what matters, and create a strategy that delivers peace of mind without the complexity