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DISCLAIMER: This website is intended to educate and inform. It is not intended to solicit the purchase of any product or to offer legal or tax advice, which should only be provided by recognized and credentialed experts. The information contained herein provides highlights or summaries of the various subjects related to wealth planning as an introduction only, and is not intended to provide comprehensive or complete coverage of the respective subjects or the field of wealth planning. Accordingly, additional information may be required regarding other subjects related to wealth planning and regarding legal and tax code conformance requirements that are not covered within this website. In addition, content on this website may not reflect the latest wealth planning information, which changes frequently. Any tax statements contained herein were not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal, state or local tax penalties. Users of this website who require additional information about any content herein are encouraged to contact Preservation Capital Partners LLC for a private consultation that would include their respective legal and tax advisor.
CLIENT PROFILE AND SERVICE APPROACH
Our clients are typically individuals such as business owners, professionals, executives, hedge fund managers, and other individuals with a net worth in excess of $15 million, who are seeking to optimize and protect their assets for themselves and their heirs. We provide our clients with customized wealth enhancement and preservation strategies and plans based on extensive fact finding and discussion involving the client and their legal and tax advisors. Preservation Capital programs are tailored to the needs, expectations and capabilities of each client.
“Preservation Capital has the unparalleled expertise and track record in making key financial, legal and tax strategies and solutions work together to the advantage of clients.”
Contact us regarding any of our customized programs, strategies and solutions to learn how you can enhance the wealth and lifestyle of you and your family.
SCHEDULE A PRIVATE CONSULTATION WITH US IN YOUR OFFICE OR IN THE OFFICE OF YOUR LEGAL OR TAX ADVISOR.
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RECEIVE INSIGHTS AND THE LATEST NEWS THAT MAY AFFECT YOUR WEALTH PLANNING AND PROTECTION.
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We are often called upon to speak at industry organizations, seminars and law offices about our innovative and proven programs for growing and protecting wealth in the new economy.
Working with our client’s legal and tax advisors, we continuously demonstrate our ability to bring the most innovative and effective solutions to help high net worth individuals and families grow and protect their wealth and enjoy their chosen lifestyle. Learn More About Our Company...
We are industry leaders...uniquely qualified with the legal and financial knowledge
and skills required to leverage the best options for creating customized strategies
and plans for wealth enhancement and preservation.
WE ARE THOUGHT LEADERS
STRATEGIES & SOLUTIONS
We are trusted advisors that develop wealth programs in collaboration with client legal and tax advisors. Our expertise is focused on understanding and interpreting the laws, regulations and products that together influence the opportunities for wealth creation and protection.
As industry leaders, we offer our clients every advantage to achieve their individual and family wealth goals.