SOLUTIONOVERVIEW
A Signature Framework for Protecting Wealth
Align your asset protection, wealth planning, and business continuity strategy with Anderson’s signature framework—engineered over decades to help real estate investors, traders, and business owners reduce liability, structure assets correctly, and preserve long-term wealth.
Identify hidden risks and liability exposure across your portfolio
Structure LLCs and entities for asset protection, privacy, and control
Reduce taxes with proactive tax planning as your portfolio grows
Keep your entities current, compliant, and strategically aligned year-round
SOLUTIONOVERVIEW
A Unified System for Building & Protecting Wealth
Most investors build wealth in pieces—an LLC here, a trust there, maybe some tax planning advice once things get complicated.
The Anderson System brings everything together into one coordinated strategy—so your asset protection, tax strategy, and estate plan work in sync, rather than in silos, leading to long-term growth. This is not a collection of templates.
It’s the system we’ve engineered over decades, working with over 157,000 clients to help protect assets valued at over $1,000,000,000—implemented with expert oversight by attorneys, CPAs, and seasoned investors.
FEATURED IN
A Unified System for Building & Protecting Wealth
The Anderson System
The Risk Reduction Formula
Review your assets for liability—and isolate risk before it becomes a problem.
After decades of investing and protecting clients, we’ve found something surprising:
Protecting your wealth really can be simple.
You just need a proven framework—one that clearly shows what’s exposed, what’s protected, and what needs to change.
That’s exactly what the Risk Reduction Formula does. Here’s how it works…
The Risk Reduction Formula
Step 1: Identify Your Assets & Activities
We assess what you own and how you operate—everything from rental properties and real estate investments to operating businesses, trading activity, and passive holdings.
Step 2: Organize Your Holding by Risk Level
Your assets are organized into:
Risk assets vs. non-risk assets
Active vs. passive
So you can immediately see what’s exposed and what’s insulated.
Step 3: Isolate Risk the Right Way
We then apply the appropriate legal structures—LLCs, holding companies (holding LLCs), corporations, partnerships, and trusts—so risk is contained to individual assets, not your entire portfolio.
This is how investors protect rental properties from lawsuits and prevent one incident from threatening everything they’ve built.
Wealth Planning Blueprint
A custom-designed tax, asset protection, and estate strategy.
This is where your asset protection strategy, tax, and estate plans become a comprehensive, long-term blueprint—custom-designed around your portfolio, goals, and future growth.
Your blueprint integrates:
Asset protection
Tax planning
Estate planning
Entity structuring
So everything works together—efficiently and intentionally.
This isn’t a one-time plan.
It evolves as you acquire assets, start businesses, and refine your investment strategy.
Business Continuity Plan
Keeping your strategy current, compliant, and aligned.
Your plan stays current—even when laws change and life happens. As a Platinum Member, we don’t just build your strategy—we help maintain it.
You’ll receive periodic reviews to account for:
Major life and business changes
Legal and tax updates relevant to you
Required state filings to keep entities compliant
Key federal deadlines and strategic timing opportunities
It’s not complicated.
It’s simply a proven system built from decades of real-world investing and investor protection—designed to keep your structures strong, compliant, and effective over time.
SOLUTIONOVERVIEW
Why Platinum Membership with Anderson Advisors Stands Out
As a Platinum Member, your asset protection, tax strategies, and long-term growth become our highest priorities.
Our team of attorneys, CPAs, and seasoned investors specializes in:
Proactive tax planning for real estate investors
LLC asset protection and custom entity structuring with trusts, corporations, and partnerships
Business tax strategy for small business owners and entrepreneurs
Legal services for real estate investors, traders, and small business owners
Advanced asset protection planning to minimize liability and shield wealth
Anderson Advisors has spent decades designing asset protection strategies for real estate investors, helping clients protect rental properties, limit personal liability, and structure portfolios for long-term growth.
Platinum Membership is carefully crafted to deliver long-term support with direct access to the legal and tax advice you need day in and day out.
Real Comments from Real Clients…
Anderson’s asset protection strategies have saved me millions.
Literally, millions.
Gerald C.
Real Estate Investor
ANDERSONADVISORS
Frequently Asked Questions
What is Platinum Membership?
Anderson Advisors’ Platinum Membership is the premier all-in-one solution for traders, investors, and business owners who want unlimited legal support, tax strategy guidance, and advanced asset protection—without hourly attorney fees. With expert-led strategy sessions, document reviews, 500+ legal templates, and ongoing training, Platinum Members get everything they need to protect assets, minimize taxes, and scale confidently.
Who is Platinum Membership for?
Platinum Membership is designed for real estate investors, traders, and business owners who want a long-term system for asset protection, tax planning, and legal compliance. It’s ideal for anyone with multiple properties, LLCs, businesses, or investment activity who wants to safeguard their assets, reduce their tax burden, and scale confidently.
What if I already have a limited liability company (LLC) or business structure?
That’s common—many investors have LLCs but are still exposed due to improper entity structuring or holding multiple properties under a single LLC. Platinum Membership with Anderson Advisors enables you to review and optimize your LLC’s structure for asset protection, liability isolation, and long-term tax efficiency.
How quickly can I implement the Anderson System?
Most Platinum Members can begin implementing key parts of the Anderson System quickly, starting with identifying risk exposure and prioritizing high-liability assets. Implementation speed depends on your portfolio complexity, but the process is designed to build a structure that’s effective, compliant, and scalable.
Does the Anderson System include tax planning?
Yes. The Anderson System integrates tax planning directly into your Wealth Planning Blueprint, ensuring your entities, asset protection, and long-term tax strategy are aligned to reduce your burden as your portfolio grows.
What makes Anderson Advisors different?
Most firms charge hourly and handle only one piece at a time, but Anderson Advisors gives you everything under one roof. Your strategy integrates asset protection, tax planning, entity structuring, and estate planning, so it all works together as you grow. Platinum Members get ongoing access to our team with no hourly fees ever, helping you protect assets, reduce liability, and stay compliant year-round.
Ready to Protect Your Wealth With a Proven System?
Build a structure that protects your assets, reduces taxes, and supports long-term growth—with a plan that evolves as your portfolio expands.