At Ortega Group, we understand that the wealth you have built is exposed to risks that often have nothing to do with how well you run your business. A single lawsuit, judgment, or personal claim can put years of accumulated assets at risk. We counsel entrepreneurs, business owners, and families across Florida on how to structure their companies, real estate, and personal holdings to limit that exposure before a problem ever arises. Our objective is to protect what you have worked a lifetime to build.
Effective asset protection is not a single form to file or a one-size-fits-all solution. It is a deliberate structure built around what you own, how your businesses are organized, and where your real liability comes from. We approach these matters with a business-first mindset, designing arrangements of companies and, where appropriate, trusts that hold up under scrutiny and preserve your position if a claim is ever brought. Below is a brief description of the types of matters we regularly handle.
Entity Structuring and Liability Isolation
- Forming and structuring LLCs, holding companies, and operating entities that separate business risk from personal assets.
- Maintaining corporate separateness and formalities to guard against veil-piercing and personal exposure.
- Structuring ownership across multiple entities so that liability created by one business stays contained within it.
Creditor Protection and Ownership Structure
- Single-member versus multi-member structures and how Florida's charging order protections apply to each.
- Isolating high-value assets from operating liabilities through layered entity design.
- Positioning ownership so that a personal claim against one owner does not reach assets the business and other stakeholders depend on.
Privacy and Legacy Planning
- Structuring ownership of companies and real property to limit public exposure and reduce the risk of becoming an easy target.
- Integrating trusts and holding structures to protect wealth for the owner and their heirs.
- Coordinating asset protection with succession planning so the structure holds across generations.