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12 Steps to Financial Privacy – By Matthew Mullhofer

Posted in Legal by Matthew Mullhofer Matt Mullhofer on August 16, 2009

12 Steps to Financial Privacy – By Matthew Mullhofer

  • Never release your social security number.  Only release your social security number when it is absolutely necessary.
  • Use a corporation or another entity for major transactions.
  • Avoid writing checks because they leave an extensive paper trail.
  • When investing offshore, ensure that you are in compliance with all laws and reporting requirements.
  • Only disclose what is necessary to financial institutions.
  • Maximize the bearer transactions that are not reported under your name.
  • Use financial professionals that will keep your financial information confidential.
  • Attorneys are bound to keep all of your information confidential.
  • Always have your accountant work through your lawyer to insure confidentiality.
  • Use a post office box or drop box for mail correspondence.
  • Avoid using safety deposit boxes, use private vaults instead.
  • Prepare a living trust to bequeath your property.  This will avoid the high cost associated with probate as well as any loss of privacy.
  • Arrange your investments so that you can provide the least possible amount of financial information.

About Matt Mullhofer

Matthew Mullhofer has extensive experience in business and corporate law, civil litigation, probate, and real estate law.  Matt Mullhofer has negotiated many commercial and residential real estate leases and transactions. Matthew Mullhofer has drafted and negotiated numerous business contacts and sale agreements for business owners. In the area of Intellectual Property, Matt Mullhofer has acquired extensive experience representing corporations in the acquisition, licensing, and registration of their trademarks and copyrights.


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