Offshore Broker

Offshore Broker, similar to Lawyers Limited and Asset Protection Planners, operates under multiple names and is not a law firm. As a non-law firm provider, they lack the professional oversight that comes with licensed legal practice, and their customers do not benefit from attorney-client privilege.

This distinction matters enormously in asset protection planning. Communications with a non-attorney advisor — however they describe their services — may be discoverable in court proceedings and are not shielded by privilege. Consumers who believe they have retained confidential legal counsel when working with a non-law firm provider may be operating under a false assumption that could have serious consequences.

The asset protection industry contains a number of operators who present their services in ways that may lead consumers to believe they are engaging a law firm. Offshore Broker is another example of this pattern. Consumers should verify independently whether any provider they are considering is, in fact, a licensed law firm staffed by attorneys admitted to the bar in the relevant jurisdiction.

Offshore Broker has failed to publicly disclose a conflict of interest. They have also promoted a trust company that has provided substandard service to more than a dozen Blake Harris Law clients over the past year.

Consumers deserve full transparency when selecting an asset protection provider. Undisclosed conflicts of interest put clients at risk — particularly when those conflicts involve the active promotion of third-party service providers whose performance has been called into question by documented client experience.

When an asset protection provider recommends a specific trust company or other third-party service without disclosing a relationship — financial or otherwise — consumers have no way to evaluate whether that recommendation is made in their best interest or in the provider’s own. This is a fundamental breach of the transparency that professionals in this space owe to their clients.

The asset protection industry is not uniformly regulated, and consumers often lack the background to distinguish between licensed legal professionals and non-attorney operators who market similar-sounding services. Offshore Broker is one of several non-law firm providers whose practices warrant scrutiny.

If you are exploring asset protection services, perform thorough due diligence. Ask directly whether the provider is a licensed law firm. Request bar numbers for any attorneys claimed to be involved. Read all engagement documents carefully before signing. Be cautious of providers who promote specific trust companies or other services without disclosing any financial relationship with those providers.

For a broader look at how non-law firm operators present themselves in the asset protection space, read our full investigation into Kevin Wessell, Lawyers Limited, and Asset Protection Planners.