Wealth Preservation Infrastructure®

A surprising number of clients lack infrastructure. This is a major barrier to wealth preservation, one that is rarely discussed or acknowledged. Not bridges, roads, and harbors, but our proprietary formula:

Wealth Preservation Infrastructure®

This formula encompasses the processes, systems, and resources required to:

  • Provide consistent service levels

  • Improve quality of life

  • Reduce risk

  • Avoid surprises

  • Capitalize on opportunities, including participation in sophisticated investment and estate planning strategies

Examples include consolidated investment reporting, up-to-date cybersecurity measures, and residential preventative maintenance checklists.

Wealth Preservation Infrastructure® enables clients to be more efficient and effective, to reduce risk, to capitalize on opportunities, and more.

 

Some clients point to their Executive Assistant, Chief of Staff, or their attorney, and insist that it’s “all under control” due to that person’s excellent work. But infrastructure is not dependent on any one specific person – rather, it consists of processes and systems that operate in the absence of any specific person.

Infrastructure prevents disasters – to name a few: careless spenders depleting their inheritance, residential maintenance breakdowns causing leaks or fire, cybersecurity breaches, and compliance issues leading to lawsuits

 

Without infrastructure, wealth preservation is actually a game of chance.