Feb 21, 2023
In this insightful presentation, Thomas Handler discusses the critical importance of advanced asset protection strategies for safeguarding wealth and ensuring financial security. Using a “Maslow’s hierarchy of needs” metaphor, he describes three tiers of planning. The foundational level includes essential tools like wills, trusts, and insurance policies, forming the baseline protection every individual needs. The advanced tier involves sophisticated wealth management strategies such as diversification, hedging, and yield enhancement, which require precise execution to deliver maximum impact. Finally, he highlights the rare and powerful proprietary strategies that offer unparalleled protection but demand specialized expertise.

Handler also emphasizes the role of international trusts, which provide unmatched security against creditors, lawsuits, and even government claims when structured properly. He introduces the Stealth Prenup™, a proprietary strategy designed to supplement traditional prenuptial agreements, offering ironclad protection for high-net-worth families without requiring full financial disclosure. This unique tool has been trusted by affluent individuals, including celebrities and professional athletes, and has never been overturned in court.

The presentation underscores that proper implementation is vital at every level of asset protection, as even the most sophisticated strategies can fall short without expert guidance. Handler concludes by encouraging families to plan proactively, leveraging innovative solutions and experienced professionals to ensure their legacy is secure for generations to come.