Safeguard What You Have Earned

Legal asset protection is a vital step in safeguarding your family’s future. However, many people overlook legal asset protection as the most important step in the investment process. The Abernathy Group II Family Office’s aim is wealth preservation first and capital appreciation second.

We offer highly experienced counsel and asset protection strategies to our clients. Our coordinated team of experts can help with every aspect of your family’s financial and personal matters including legal asset protection, life insurance counseling and property and casualty insurance planning. This helps control your family’s risks and offers peace of mind and protection against unplanned events.

Our aim is to offer families the most effective solutions at reasonable costs. We operate as your advocate in an exclusively fiduciary capacity. Our recommendations are solutions we would choose for ourselves and our own families if we were in your shoes.

By integrating thoroughly researched asset protection and wealth management strategies into each family’s estate structure, we strive to ensure all assets remain firmly within the family’s purview and control.

Asset Protection Strategies and Counseling

Legal asset protection strategies are among the least understood dimensions of finance, yet they are as a vital as a physician’s malpractice insurance. Why spend your time in a never-ending attempt to increase investment returns when just one law suit can wipe out your family’s unprotected assets?

The family office helps business owners implement cost-effective asset protection and wealth management strategies that are designed to insulate the family’s wealth from both personal and business liabilities.

Life Insurance Counseling

We do not sell insurance products, nor do we participate in any portion of commissions generated from their sale. Our asset and wealth management advice for clients is independent and objective. It is our job to help you understand and evaluate the instances where life insurance could prepare you for the unknown. We help determine the amount of insurance that is needed to achieve your family’s goals, as well as sourcing the policies with the lowest costs.

It is our job to help you understand and evaluate the instances where life insurance could prepare you for the unknown. We help determine the amount of insurance needed to achieve your family’s goals and source policies with the lowest rates.

Property and Casualty Insurance Planning

We address under and over-payments for asset protection and wealth management by periodically reassessing the value of your insurable assets. We will alert you when the contract comes up for renewal and compare your policy against similar offerings from competitors.

The Abernathy Group II Family Office strives to ensure that families only purchase necessary insurance at the lowest available cost.