Cummings & Lockwood

Wealth Protection

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The Wealth Protection practice at Cummings & Lockwood takes an integrated approach to wealth preservation and planning. We are particularly adept at creating customized plans to fit our clients’ unique needs and goals using a highly sophisticated approach that employs both foreign and domestic strategies to protect wealth. Our clients understand the value of wealth protection in today’s litigious society. They place their trust in us to develop a plan that addresses a broad spectrum of realities that may encompass potential family issues or conflicts, professional affairs, personal obligations and other matters.

A sound wealth protection plan begins with evaluating a number of factors that may increase an individual’s exposure to risk. High risk professions and lifestyles, family issues and potential litigation are just a few of the considerations we take into account when developing comprehensive plans for our clients.

Our attorneys craft detailed wealth protection plans. We structure arrangements that are designed to preserve value for an individual, family or business by meticulously addressing aspects related to the access, control, management and ownership of assets. The strategies we employ take into consideration a client’s residence, desired mobility, investment objectives, tax and estate planning concerns, present financial circumstances and the desire to access assets in the future.

Cummings & Lockwood - The Choice for sophisticated legal counsel.

Name Title Practice Group Office Phone Email vCard
Principal Private Clients Group Stamford, CT 203.351.4194 Download vCard
Principal Private Clients Group Greenwich, CT 203.863.6590 Download vCard
Principal Private Clients Group Bonita Springs, FL 239.390.8062 Download vCard
Principal Private Clients Group Greenwich, CT 203.863.6554 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4298 Download vCard
Principal Private Clients Group Naples, FL 239.649.3180 Download vCard
Principal Private Clients Group Greenwich, CT 203.863.6501 Download vCard
Principal Private Clients Group Commercial Real Estate Group West Hartford, CT 860.313.4931 Download vCard
Principal Private Clients Group Greenwich, CT 203.863.6511 Download vCard
Principal Private Clients Group Greenwich, CT 203.863.6503 Download vCard
Counsel Private Clients Group Bonita Springs, FL 239.390.8086 Download vCard
Principal Private Clients Group Bonita Springs, FL 239.390.8067 Download vCard
Principal Private Clients Group Bonita Springs, FL 239.390.8068 Download vCard
Principal Private Clients Group Naples, FL 239.649.3178 Download vCard
Counsel Private Clients Group Bonita Springs, FL 239.390.8060 Download vCard
Principal Private Clients Group Palm Beach Gardens, FL 561.214.8503 Download vCard
Principal Private Clients Group Greenwich, CT 203.863.6504 Download vCard
Principal Private Clients Group West Hartford, CT 860.313.4919 Download vCard
Principal Private Clients Group West Hartford, CT 860.313.4933 Download vCard
Principal Private Clients Group Greenwich, CT 203.863.6551 Download vCard
Principal Private Clients Group Naples, FL 239.649.3106 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4656 Download vCard
Principal Private Clients Group Greenwich, CT 203.863.6542 Download vCard
Principal Private Clients Group Stamford, CT 203.351.4308 Download vCard
Counsel Private Clients Group Stamford, CT 203.351.4692 Download vCard

The Wealth Protection practice at Cummings & Lockwood takes an integrated approach to wealth preservation and planning. We are particularly adept at creating customized plans to fit our clients’ unique needs and goals using a highly sophisticated approach that employs both foreign and domestic strategies to protect wealth. Our clients understand the value of wealth protection in today’s litigious society. They place their trust in us to develop a plan that addresses a broad spectrum of realities that may encompass potential family issues or conflicts, professional affairs, personal obligations and other matters.

A sound wealth protection plan begins with evaluating a number of factors that may increase an individual’s exposure to risk. High risk professions and lifestyles, family issues and potential litigation are just a few of the considerations we take into account when developing comprehensive plans for our clients.

Our attorneys craft detailed wealth protection plans. We structure arrangements that are designed to preserve value for an individual, family or business by meticulously addressing aspects related to the access, control, management and ownership of assets. The strategies we employ take into consideration a client’s residence, desired mobility, investment objectives, tax and estate planning concerns, present financial circumstances and the desire to access assets in the future.

Cummings & Lockwood - The Choice for sophisticated legal counsel.