ASC Mini Course · Foundations

The Asset Structuring Pyramid

Learn a layered sequence for moving from basic clarity to protection, tax efficiency, succession, continuity and review.

Lesson 2 of 12
17% 10 min reading time
How to use this page

Use this page to understand the idea, connect it to asset structuring, and continue into the next relevant ASC learning resource.

Core ideaFramework lensNext step
Core principle

A structure should be built in layers. If the lower layers are unclear, the advanced structures become decoration rather than architecture.

Visual model
Review
Continuity
Succession
Tax efficiency
Protection
Clarity

Why order matters

Families often ask for a trust, policy, foundation or company before they have clarified the ownership map. The pyramid keeps the conversation disciplined.

The six layers

The six layers are clarity, protection, tax efficiency, succession, continuity and review. Each layer answers a different type of risk. Together they turn planning from a one time document into a living structure.

Advisor lens

Use the pyramid as a diagnostic. When a client says they already have a structure, ask which layer it solves and which layer is still missing.

Questions to sit with

  • Does the client have clarity before strategy?
  • Which layer is weakest today?
  • When was the last formal review of the structure?
Thirty minute action

Score a client from 1 to 5 across the six pyramid layers.

Continue beyond this lesson

Finish this lesson

Mark it complete, then continue to the next lesson. Your progress is saved in this browser.

After this lesson

Choose the next useful step.

This keeps the learner moving through the path, related answer pages and the supporting knowledge base.