Asset Protection

What Asset Protection does

AssetProtection.com, operating as Global Asset Advisors, Inc., is a California-incorporated professional services firm founded in 1988 by Robert Matthews that designs, implements, and services integrated asset protection and estate planning structures for individuals and businesses. The core technology is not software but a proprietary architecture of legal structures - LLCs, Family Limited Partnerships, corporations, and multiple trust types (Asset Protection Trusts, the trademarked Private Retirement Trust (PRT℠), Special Power of Appointment Trust, Pre-Inheritance Trust, Living Trust, and a hybrid International Asset Protection Trust combining U.S. and offshore jurisdictions such as Cook Islands, Belize, and Nevis) - assembled with custom 21+ item operating agreements, capitalization-note-based friendly liens, and state-specific compliance. The firm monetizes through three streams: one-time professional services for entity formation and structure design, managed services for Private Retirement Trust setup ($4,500-$25,000) and annual administration ($2,500-$15,000) on a flat-fee basis (not AUM-based), and recurring annual entity renewal fees handled through a secure online payment portal. The go-to-market is enterprise-style direct sales: phone consultations (1-800-710-0002), website content, and educational seminars historically conducted across California, Texas, Nevada, and Florida. Primary customer segments are healthcare professionals (physicians, dentists, chiropractors) facing malpractice exposure, business owners and entrepreneurs seeking creditor protection for business assets, and high net worth individuals needing estate planning and personal lawsuit protection. The firm has no external funding, no app or API, no disclosed headcount, and serves clients across all 50 U.S. states and numerous foreign countries from its Ojai, California operating base.

Name

Asset Protection

Legal name

Global Asset Advisors, Inc.

Website

https://assetprotection.com

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

11–50 employees

Short description

AssetProtection.com (Global Asset Advisors, Inc.) is a California-based professional services firm founded in 1988 that designs integrated asset protection and estate planning structures — LLCs, FLPs, trusts, and the proprietary PRT℠ — for healthcare professionals, business owners, and high-net-worth individuals across all 50 U.S. states and abroad.

Ownership category

akta.pro rank

Product category

Asset Protection and Estate Planning Services

NAICS

Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Trust & Estate Tax Planning & Compliance (FSAEAKAE)

akta.pro secondary industries

Estate Planning & Trust Structuring Advisory (FSAEAKAC), Personal & Family Trust Services (FSAAANAA), Family Office Trust & Fiduciary Services (FSAEAKAF), Trust Administration & Fiduciary Accounting Services (FSAAANAF)

Keywords

• Asset protection planning
• Estate planning services
• Trust formation
• LLC formation
• Creditor protection

Headquarters

HQ city

Paradise

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Asset Protection Planning and Implementation Services: Professional services including designing, forming, implementing, and servicing asset-protected LLCs, corporations, trusts, and family limited partnerships. Covers entity formation, asset transfer, operating agreements, partnership agreements, by-laws, trust documents, and lien documents.
2. Private Retirement Trust Setup and Administration: PRT setup costs range from $4,500-$25,000 based on type of assets funded. Annual administration fees range from $2,500-$15,000 depending on complexity and assets under management. Flat-fee based pricing not AUM-based.
3. Entity Annual Renewal Fees: Annual renewal payments for maintaining entities (LLCs, corporations, trusts, FLP structures) with secure online payment portal.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

AssetProtection.com designs, forms, implements, and services integrated asset protection structures for clients' personal and business assets. The firm uses LLCs, Family Limited Partnerships, corporations, and multiple trust types (APT, PRT℠, SPA Trust, PIT, Living Trust, IAPT) combined with proprietary operating agreements and friendly lien structures to shield assets from creditors, lawsuits, malpractice claims, and estate taxes. Services include consultation, entity formation, asset transfer, custom documentation, and ongoing administration across all 50 U.S. states and foreign jurisdictions.

Product overview

AssetProtection.com is a financial/legal services company offering integrated asset protection and estate planning solutions. The core offering consists of trust structures (Asset Protection Trusts, Private Retirement Trust, SPA Trust, Pre-Inheritance Trust, Living Trust, International Asset Protection Trust) combined with business entity formation (LLCs in Nevada and Wyoming, Family Limited Partnerships, Corporations). The company provides additional services including Friendly Liens for equity stripping and advisory consulting. All services are customized through proprietary operating agreements and partnership structures designed to provide maximum creditor protection while maintaining tax neutrality.

Differentiator

Problem solved

Functional benefit

Products and services

• Asset Protection Trusts (APT) Comprehensive asset protection trust structures that legally shield personal and business assets from creditors, lawsuits, and judgments.
• Private Retirement Trust (PRT℠) Proprietary asset-protection trust for California residents that offers 'true' asset protection by converting exposed assets to exempt assets under California CCP 704.115, with no requirement to give up asset control.
• Special Power of Appointment Trust (SPA Trust) Domestic asset protection trust recognized in all 50 states that restricts the holder of power from using assets for themselves or their creditors, allowing settlors to maintain access through a Protector.
• Pre-Inheritance Trust (PIT) Irrevocable trust that allows gifting of assets to reduce estate tax liability while protecting assets from creditors of both settlor and beneficiaries.
• Living Trust Revocable trust that allows assets to pass to heirs without probate, maintains privacy, and enables estate tax savings for married couples through A/B trust structures.
• International Asset Protection Trust (IAPT) Hybrid trust combining U.S. and offshore elements (Belize, Cook Islands, Nevis) that can morph into a true foreign asset protection trust under aggressive creditor conditions.
• Limited Liability Company (LLC) Business entity combining pass-through taxation of partnerships with limited liability of corporations, available in various states including Nevada and Wyoming, with customized asset-protected operating agreements.
• Wyoming LLC Wyoming-specific LLC offering privacy (no public disclosure of members/managers), no state taxes, Lifetime Proxy capability, and sole remedy charging order protection for single-member LLCs.
• Nevada LLC Nevada LLC with no state income tax (except Commerce Tax on gross receipts over $4M), favorable business court system, and sole remedy charging order protection including protection for corporate shareholders.
• Family Limited Partnership (FLP) Limited partnership structure with General Partners (unlimited liability, managers) and Limited Partners (limited liability, investors) that provides charging order protection in sole remedy states.
• Corporations (C Corp and S Corp) Corporate entity structures offering liability protection, with stock protection strategies including buy-sell agreements and LLC ownership of shares.
• Friendly Liens Equity stripping service using capitalization notes and controlled LLCs to place liens on real estate or UCC filings on business assets, making assets unattractive to creditors.

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Two partnerships are on record, tiered supporting.

• AttorneyssupportingImplementation/ SI/ Consulting PartnerNetwork of attorneys brought in as part of the team when necessary to provide additional planning depth and legal expertise for complex asset protection and estate planning cases.
• Certified Public Accountants (CPAs)supportingImplementation/ SI/ Consulting PartnerNetwork of CPAs integrated into the team to provide tax planning expertise and ensure proper IRS reporting and compliance for asset protection structures.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Rocket Lawyer: Subscription-based online legal services platform providing business formation, legal documents, and attorney consultations. Comparable in business-formation category but broader consumer/SMB orientation rather than HNW asset protection specialty.
• Corporation Service Company (CSC): Large global provider of corporate, trust, and administrative services including Registered Agent, entity management, and trustee services. Overlaps on entity formation and trust services for institutional clients at significantly larger scale and broader geographic footprint.
• LegalZoom: Mass-market online legal services platform offering LLC formation, wills, and trusts at scale. Overlaps in LLC formation and basic estate planning but lacks the proprietary multi-jurisdiction asset protection depth and HNW targeting of AssetProtection.com.

Emerging players

• Trust & Will: Digital-first estate planning platform offering living trusts, wills, and asset protection at lower price points with subscription technology. Comparable on estate planning product (living trust, will) but targets mass-affluent rather than HNW and competes on convenience/price.
• Wealth.com: Estate planning technology platform for financial advisors, providing digital estate plans, beneficiary management, and wealth-transfer tools. Comparable estate planning product but B2B-to-advisor distribution model rather than direct-to-HNW service delivery.
• FreeWill: Online estate-planning platform offering free wills with paid upgrades for trusts and charitable planning. Overlaps on estate planning product category at the entry level but with a non-profit/charitable-planning orientation rather than HNW creditor protection.

Direct peers

• Harbor Compliance: Compliance and business-licensing services firm offering entity formation, registered agent, and ongoing compliance for small businesses and nonprofits. Comparable professional services model and entity-formation focus though more compliance-oriented than asset protection specialized.
• Asset Protection Trust Company: Specialized asset protection planning firm offering domestic and offshore trust structures with focus on creditor protection, similar to AssetProtection.com's product set. Operates in the same niche category with comparable professional services positioning.
• Northwest Registered Agent: Registered agent and LLC formation service with strong privacy-and-compliance positioning in Wyoming and other favorable jurisdictions. Comparable in entity formation, operating agreement customization, and small-business customer segment, though broader in scope.
• Nevada Corporate Planners, Inc. Nevada-based asset protection and business formation specialist offering Nevada LLCs, FLPs, and trusts with similar charging-order positioning. Most directly comparable competitor given shared use of Nevada/Wyoming favorable jurisdictions and target HNW/professional customer base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/assett-protection

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