As a first-generation immigrant and real estate investor, I’ve navigated the complexities of the industry for years without the level of asset protection I truly needed. Working with my Chief Financial Officer to set up a series LLC and a trust was a game-changer. His expertise and guidance brought a long-awaited sense of relief, knowing that my assets are finally shielded against potential liabilities.He didn’t just stop at asset protection; he also ensured that my financial planning included a will and power of attorney, covering everything in the event of my death. It’s reassuring to know that my affairs are set up properly for the future, even though I’m currently unmarried without children, my immediately family will be taken care of. However, I now have peace of mind knowing everything is in place for when I do start a family and my assets protected. I’m grateful for his dedication in securing my financial future.
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360NetWorth is a Personal CFO firm. We specialize in providing a one-stop shop for all things financial as well as tax planning, estate planning, and entity formation. The firm has special expertise in creating Texas Series LLCs.
David Disraeli has been in financial services for 36 years. In addition to founding 360NetWorth, Inc., he is active in philanthropy, serving as treasurer of The Capstone Charitable Foundation and as a board member of Grass Roots Children's Foundation. See more