We begin our engagements with a thorough analysis of each client’s history, family and needs. Then we develop a plan, make recommendations, identify and formulate the execution team and coordinate with family members and/or family advisors (e.g., CPA’s, attorneys, insurance advisors) to ensure that all the individuals involved in the asset protection process complement each other and understand the client’s needs.
Everyone knows a life insurance representative. Most know a financial advisor or two. And some even know an attorney who specializes in estate planning. Unfortunately, only a few know an expert skilled in the larger aspects of asset protection. So, a firm like Liberty Street Advisory Group that brings together in one place diverse experiences, is a new invention altogether. The benefit of having these diversified areas organized and coordinated as a single endeavor is manifested in a high quality plan, efficiency, lower costs and improved performance.
Tom Greene is nationally recognized in the multiple fields of asset protection, investment and asset management and business and estate planning law. He is the founder of Liberty Street Advisory Group and its affiliated entities, Liberty Street Capital, Liberty Street Law and Trusts & Estates Stewards. His professional experiences include: in-house legal counsel nationwide brokerage firm, Senior Vice President and investment banker at Lehman Brothers and Goldman Sachs; portfolio manager Morgan Stanley;corporate counsel numerous companies nationwide; named Top 10% National Lawyer of Distinction; author, A Family Asset Protection Plan; published articles in premier journals such as Leimberg Information Services (LISI) and Trusts & Estates; asset protection lecturer, National Business Institute; American Bar Association Asset Protection Planning Committee; expert witness numerous financially-oriented litigation cases; …
Although we are seasoned attorneys, we are not expert in the specialized field of asset protection and the legal and financial aspects that it encompasses. Since 2007, we have engaged Liberty Street to perform our personal and business asset protection, corporate legal management and financial consulting. As a result, we sleep at night knowing that we have done all that can be done to protect our futures from the unforeseen.
I have worked with Liberty Street for many years. Many of our faculty have ancillary businesses and other assets that can benefit from the planning that Tom and his team provide. The detail and quality of their work is rare.
We have worked with Liberty Street and Tom for over a decade, but I am still surprised at the depth of their capabilities and the warm personal service. We have yet to raise a problem they can’t solve.
Liberty Street’s asset protection plans bring clients both legal and financial solutions to their concerns. Their strength is that they have seen and dealt with almost every type of asset and problem.