Insurance Planning

Structuring and Protecting Assets

Protecting your assets against risks – like unsuccessful business ventures, lawsuits, accidents, and illness – is a core component of a well-designed financial plan.

SC&H can help protect you by identifying and developing customized plans. In some situations, the solution may be as simple as making minor adjustments to an existing homeowner’s policy, or adding excess liability coverage. We may also work with insurance and risk control specialists in order to develop a comprehensive, customized plan to safeguard assets through the formation of trusts and family partnerships, and customized insurance coverage.

While each individual and family faces its own unique circumstances, our advisors work with you and other specialists, and will stay with you to develop the optimal solution for your specific risks.