Asset Protection Dashboard•AI Compliance Monitoring

Family Portfolio

Total Protected
$2,815,000
Personal Exposure
$0
Properties

3

protected assets
LLCs

4

liability shields
Trust

1

estate planning
Compliance

100%

all current
Next Filing

32

days
Popular Asset Protection Structures

Two proven approaches for protecting your real estate investments. Both place LLCs inside a trust for maximum protection.

RecommendedHolding LLC Structure

Most common & bank-friendly. Trust owns Holding LLC, which owns individual Property LLCs.

Revocable Trust

Family Trust

owns 100%

Holding LLC

Holdings LLC

Prop 1

LLC

Prop 2

LLC

Prop 3

LLC

Best For

Most investors, bank financing, proven court protection

Trade-off

More entities to maintain, higher annual fees

Max PrivacyLand Trust + LLC

Maximum anonymity. Land Trust holds title (public), LLC is hidden beneficiary, owned by your Trust.

Property

123 Main St

title in

Land Trust

Main St Trust

beneficiary

Property LLC

Main St LLC

owned by

Revocable Trust

Family Trust

Best For

High-profile investors, maximum anonymity

Trade-off

More complex setup, extra layer to manage

!

Key principle: Always place your LLC inside a Revocable Trust. This gives you liability protection (LLC) + estate planning benefits (Trust) + probate avoidance.

Why This Structure Works

Liability Isolation

Each property is in its own LLC. A lawsuit from one property cannot reach your other properties or personal assets.

Tax Efficiency

All LLCs are "disregarded entities" for tax purposes. Income flows through to your personal return—no double taxation, minimal complexity.

Estate Planning

The Trust owns everything. When you pass, assets transfer to beneficiaries without probate—saving time, money, and privacy.

Why Wyoming?
For LLCs
  • No state income tax
  • Strong charging order protection
  • Low annual fees ($60)
  • Privacy - no public member disclosure
  • Single-member LLC protection
Why Nevada?
For Trusts
  • No state income tax on trust income
  • 365-year trust duration
  • Strong asset protection statutes
  • Self-settled trust protection
  • No requirement to register trust

Need to update your structure?

Talk to our asset protection specialists about adding entities or optimizing your setup.

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