Overview

​

This case study demonstrates how strategic restructuring allowed a business owner to protect family wealth, isolate operational risk, and retain full business control — without holding assets in his personal name.

​

The Challenge

​

The client previously:

​

• Owned all three operating companies in his personal capacity

• Held business assets, vehicles, and properties personally

• And carried unnecessary personal risk exposure

​

This structure left him vulnerable to:

​

• Legal risk

• Creditor claims

• And potential erosion of family wealth

​​

The objective was to separate wealth from risk — without compromising authority or control.

​

The DR Group Strategy

​

We created a formal Holding Company structure where:

​

• All trucks, properties, and key business assets are owned by the Holding Company

• The Operating Companies lease these assets

• The client remains Director of all companies

• And all long-term family wealth is built and retained in the Holding Company for the next generation

​

In simple terms:

He now owns nothing personally — yet controls everything strategically.