The Distinction

An architect drafts. A planner assembles.

The Distinction

An architect drafts. A planner assembles.

Most firms sell a fixed package: one trust, one jurisdiction, one document set. We start from your actual exposure and draft the structure that answers it — even when that means fewer, better-chosen pieces.

ConsiderationTemplate PlannerAsset Protection Architects
Starting pointPre-set packageExposure survey, specific to you
Jurisdiction selectionSingle default jurisdictionMatched to asset type & claim risk
Ongoing standingDocuments delivered, then silenceMaintained as law & assets evolve
Succession integrationHandled separately, if at allDrafted into the structure from day one
See the Difference in Practice

Start with your exposure, not a template.