In this insightful episode, Charles sits down with Attorney Blake Harris—asset protection lawyer and founder of Blake Harris Law—to unpack the strategies, structures, and legal safeguards that protect wealth in an unpredictable world.
Blake breaks down the core principles of asset protection, from domestic and offshore trusts to LLCs and legal frameworks that shield clients from lawsuits, creditors, and unforeseen financial threats. He shares real-world scenarios where proactive planning made the difference between keeping and losing a lifetime of hard-earned assets.
Together, they explore the mindset shift required to protect wealth before a crisis hits—why it’s not about hiding money, but about building legal resilience that stands the test of time.
This isn’t just a legal conversation—it’s a practical masterclass for entrepreneurs, investors, and high-net-worth individuals who want to safeguard their future and secure the legacy they’ve worked so hard to build.
KEY TAKEAWAYS:
-How Blake Harris helps clients protect assets through domestic and offshore trusts, LLCs, and other legal structures
-Why asset protection is most effective when implemented before a lawsuit or financial crisis occurs
-The differences between U.S.-based and offshore trusts—and why some jurisdictions offer stronger legal protections
-Common mistakes entrepreneurs and high-net-worth individuals make when trying to shield their wealth
Head over to provenpodcast.com to download your exclusive companion guide, designed to guide you step-by-step in implementing the strategies revealed in this episode.
KEY POINTS:
01:12 – Why asset protection matters now:
Blake Harris explains the importance of safeguarding wealth before legal or financial trouble arises—while Charles underscores how prevention is always cheaper than crisis management.
04:28 – Domestic vs. offshore trusts:
Blake breaks down the differences between U.S.-based and offshore trusts, highlighting jurisdictions with stronger protection—while Charles draws parallels to diversifying investments.
07:10 – Common mistakes in asset protection:
Blake shares the missteps that cost clients their financial security, from procrastination to poorly structured entities—while Charles reflects on how human nature resists planning for risk.
10:55 – Beyond hiding money:
Blake reframes asset protection as building legal resilience, not concealing wealth—while Charles connects this to the mindset shift required for true long-term security.
14:40 – Real-world protection strategies:
Blake reveals examples of how properly structured trusts and LLCs have shielded clients’ assets from lawsuits and creditors—while Charles points out the peace of mind this provides.
18:22 – Choosing the right jurisdiction:
Blake explains why certain states and countries offer better trust laws and creditor protections—while Charles explores how location becomes a competitive advantage in asset defense.
22:35 – Advice for entrepreneurs and investors:
Blake closes with actionable steps for anyone building wealth: start early, work with experts, and customize your legal strategy—while Charles reinforces that protecting your legacy is as important as creating it.
New Heights with Jason & Travis Kelce
Football’s funniest family duo — Jason Kelce of the Philadelphia Eagles and Travis Kelce of the Kansas City Chiefs — team up to provide next-level access to life in the league as it unfolds. The two brothers and Super Bowl champions drop weekly insights about the weekly slate of games and share their INSIDE perspectives on trending NFL news and sports headlines. They also endlessly rag on each other as brothers do, chat the latest in pop culture and welcome some very popular and well-known friends to chat with them. Check out new episodes every Wednesday. Follow New Heights on the Wondery App, YouTube or wherever you get your podcasts. You can listen to new episodes early and ad-free, and get exclusive content on Wondery+. Join Wondery+ in the Wondery App, Apple Podcasts or Spotify. And join our new membership for a unique fan experience by going to the New Heights YouTube channel now!
Dateline NBC
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On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!