Asset Protection Planners

What Asset Protection Planners does

Asset Protection Planners is a U.S.-based legal services firm that designs and implements asset protection structures for high-net-worth individuals and families holding $500,000 or more in assets. The firm's core offerings include offshore asset protection trusts established in the Cook Islands, Nevis, and Belize, alongside domestic structures such as limited liability companies, land trusts, family limited partnerships, equity stripping, and related estate and divorce-protection planning. It has operated under current management since 1991 and self-describes as the "nation's largest asset protection firm," claiming tens of thousands of clients served, billions of dollars protected, and a stated 100% track record on Cook Islands trust structures. The firm operates under the management of Lawyers Limited PLLC, which supplies the licensed-attorney capacity behind its engagements.

The business model is professional services-based: prospective clients receive a free initial consultation, followed by fee quotes for bespoke trust and entity structures priced per engagement. Geographic reach spans offices in Santa Clarita, California (headquarters), Washington D.C., Pompano Beach, Florida, and Palmdale, California, supplemented by a call center. Distribution combines direct website lead capture, content marketing (including a downloadable "Insider's Guide to Asset Protection"), an active presence across YouTube, LinkedIn, Facebook, Instagram, TikTok, X, and Threads, and a celebrity endorsement relationship with Kevin O'Leary. The firm's CEO has registered "The Business Guy®" as a trademark, formalizing the media-facing personal brand used across content channels.

The firm's positioning rests on multi-decade operating history, statutory protections in jurisdictions purpose-built for asset protection, and a content-and-endorsement-led acquisition funnel targeting affluent households. The company has not publicly disclosed funding rounds, acquisitions, revenue figures, headcount trends, or any technology or AI capabilities; the input material offers no evidence of underlying software platforms, proprietary models, or automation infrastructure beyond standard professional-services tooling.

Name

Asset Protection Planners

Legal name

Lawyers Limited PLLC

Website

https://assetprotectionplanners.com

Company type

Private

Founded year

1906

Operating status

Operating

Headcount range

1–10 employees

Short description

Asset Protection Planners is a U.S. legal services firm that designs offshore and domestic asset protection structures—including Cook Islands, Nevis, and Belize trusts, plus LLCs and estate planning—for high-net-worth individuals and families holding $500,000 or more in assets.

Ownership category

akta.pro rank

Product category

Legal Services / Asset Protection Planning

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Estate Planning & Trust Structuring Advisory (FSAEAKAC)

akta.pro secondary industries

Estate & Legacy Planning Advisory (FSAEAAAG), Comprehensive Financial Planning (FSAEAAAA)

Keywords

• Asset protection planning
• Estate planning services
• Offshore trust formation
• Creditor protection planning
• LLC formation services

Headquarters

HQ city

Santa Clarita

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Asset Protection Consulting and Legal Services: Professional consulting services provided by asset protection attorneys and consultants. Services include developing customized asset protection plans, establishing legal structures (LLCs, trusts), and ongoing compliance support. Revenue is generated through professional service fees for planning, structuring, and maintaining client asset protection strategies.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels10 records

Core offering

Asset Protection Planners provides legal and planning services designed to shield clients' wealth from creditors, lawsuits, and divorce claims. Core offerings include domestic and offshore (Cook Islands and Nevis) irrevocable asset protection trusts, LLC and land trust formation, equity stripping, estate planning, and divorce protection planning for high-net-worth individuals.

Product overview

Asset Protection Planners is a legal services firm offering a comprehensive suite of asset protection strategies. The core offerings include Asset Protection Trusts (irrevocable self-settled spendthrift trusts), both domestic and offshore (primarily in Cook Islands, Nevis, Belize), combined with LLC formation services and land trusts. Their methodology combines multiple legal structures—offshore trusts, offshore LLCs, land trusts, and equity stripping—to create layered protection for real estate, liquid assets, and business interests. The firm specializes in high-net-worth individuals and professionals (particularly physicians) seeking protection from lawsuits, creditors, and divorce.

Differentiator

Problem solved

Functional benefit

Products and services

• Offshore Asset Protection Trusts (Cook Islands) Irrevocable trust structures established in the Cook Islands to shield high-net-worth client assets from U.S. creditor claims, lawsuits, and judgments through foreign-jurisdiction legal protections.
• Offshore Asset Protection Trusts (Nevis) Irrevocable trust structures established in Nevis for high-net-worth individuals seeking foreign-jurisdiction creditor protection and asset shielding beyond domestic legal limits.
• Domestic Asset Protection Planning U.S.-based asset protection planning delivered as a same-day service, designed to shield clients' wealth from creditors, lawsuits, and judgments using domestic legal structures.
• LLC Formation and Maintenance Formation and ongoing management of limited liability companies for clients seeking to separate personal assets from business or investment risk exposure.
• Land Trust Formation Formation of land trusts enabling clients to hold real estate privately, separating ownership from the public record to shield real estate assets from creditors and litigation.
• Equity Stripping Strategic reduction of exposed equity in client-held assets to limit creditor claims and reduce judgment exposure, typically applied to real estate and other titled assets.
• Estate Planning Estate planning services for high-net-worth individuals and families, covering wills, trusts, and wealth transfer strategies to preserve and pass assets to heirs.
• Divorce Protection Planning Pre- and post-marital planning services designed to protect client wealth from loss or division in the event of divorce, through trusts, LLCs, and other structuring techniques.

Quantifiable outcome

• Over $1,000,000 protected from lawsuits for high-net-worth clients within 3 weeks
• +4 more outcomes

Named customers6 records

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• Lawyers Limited PLLCcoreOthersLawyers Limited PLLC is a law firm that manages the Asset Protection Planners website and brand. The firm provides attorneys on staff to assist with client needs. Located at 300 New Jersey Ave, NW, Suite 300, Washington D.C. All asset protection services and legal structures are managed through this partnership.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Anderson Business Advisors: Anderson Business Advisors is a direct competitor offering very similar asset protection, LLC formation, and estate planning services to HNW individuals and business owners, often using comparable offshore and domestic strategies.
• Royal Legal Solutions: Royal Legal Solutions is a direct competitor providing asset protection trusts, LLC structures, and lawsuit defense for high-net-worth clients and businesses, overlapping on product offering and target customer.
• McCarthy & Konrath: McCarthy & Konrath is a direct peer asset protection law firm providing trust formation, LLC structuring, and lawsuit defense services to HNW individuals and physicians.

Broad incumbents

• Wilmington Trust: Wilmington Trust is a broad incumbent wealth management and trust services provider offering estate planning, fiduciary services, and asset protection as part of a deeper institutional offering, competing for the upper end of Asset Protection Planners' HNW segment.
• Northern Trust: Northern Trust is a broad incumbent wealth and asset management firm offering estate planning, trust administration, and family office services, addressing the same HNW and ultra-HNW client base with a broader platform.
• BNY Mellon Wealth Management: BNY Mellon Wealth Management is a broad incumbent offering trust and estate planning, family office, and investment management, providing asset protection as part of a multi-service wealth platform for UHNW clients.

Others

• Family Office Exchange (FOX): Family Office Exchange is an ecosystem/network provider serving family offices with wealth structuring, governance, and protection services, indirectly adjacent to Asset Protection Planners' family office offering.

Emerging players

• The Heller Law Firm: The Heller Law Firm is an emerging peer focused on asset protection and estate planning for HNW individuals, with a narrower footprint and overlapping service lines.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/thebusinessguy7
• YouTubeyoutube.com/@thebusinessguy
• Facebookfacebook.com/AssetProtectionPlanners
• LinkedInlinkedin.com/company/asset-protection-planners
• Instagraminstagram.com/thebusinessguy7
• TikToktiktok.com/@thebusinessguy7

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Asset Protection Planners