Offshore Asset Protection Rating: “O”

Some asset protection planners are proficient in using domestic structures to protect a client’s wealth.  As readers will find out, the best asset protection plan for liquid dollars (stocks, mutual funds, etc) is an Offshore Asset Protection Trusts (OAPT).

Advisors can obtain a Level “AAA,” “AA,” or “A” rating, but if you do not see an “O” as part of their rating, the advisor is not proficient or knowledgeable enough in the area of offshore planning to merit the “O” rating.  An “O” rating means the advisor knows the benefits of offshore planning and can communicate that to clients and the their other advisors.