Guarding Your Legacy – Asset Protection Strategies – September 2020

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Imagine that you have spent a working lifetime accumulating a significant level of assets in order to leave a financial legacy to your loved ones.  Perhaps you built a substantial and respected medical practice, a thriving manufacturing business, or a prosperous farming ranching operation Consider also that this legacy could be impaired or lost altogether in a relatively short time.  We live in a litigious society and successful individuals have always been good targets.

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IMPORTANT DISCLAIMER: Inlet Private Wealth®, LLC (“Inlet Private Wealth®” or the “Firm”) is a SEC registered investment adviser with its principal place of business in Jupiter, Florida. Unless otherwise noted, all data has been obtained via Bloomberg®. Inlet Private Wealth and its representatives are compliant with current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Inlet Private Wealth maintains clients. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future. The data contained in this report was gathered from what we believe to be reliable sources, but we cannot guarantee its accuracy. These materials are not updated and may no longer reflect current opinions, investment strategies, or legal and regulatory developments. For information about Inlet Private Wealth’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).

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Inlet Private Wealth, LLC (“Inlet Private Wealth”) is an SEC-registered investment adviser with its principal place of business in Jupiter, Florida. Registration with the SEC does not imply a certain level of skill or training. Inlet Private Wealth and its representatives comply with the current registration and notice filing requirements imposed on SEC-registered investment advisers by those states in which Inlet Private Wealth maintains clients. Inlet Private Wealth may only transact business in those states in which it is registered, notice filed or qualifies for an exemption or exclusion from registration or notice filing requirements.

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