Simplicity of Product Some organizations engage in posturing exercises when they present clients with complicated structuring techniques. These structures confuse prospects and create the impression that the provider is vested with more expertise than he actually may be. Demand that the provider explain the process many times over until you understand it all. You should understand what you are paying for. If you ultimately do not understand the structure, you are probably being overcharged for unnecessary entities and paperwork.
Confidentiality Find an organization that provides full-service.
That is, the provider should be able to accomplish all services that relate to you as an individual. Outsourcing to purchase products is acceptable if this does not involve divulging your identity. The provider should be willing and able to functions as a liaison with government agencies, banks and brokerage firms without directly involving you or disclosing any information about you. The location of assets is a two-part issue. Both of these are important.