For over 20 years, our team has been designing customized programs for high net worth individuals such as business owners, professionals, executives and others that need to optimize and preserve their assets for themselves and their heirs.
Our value lies in our unique combination of legal and financial knowledge and expertise as specifically applicable to wealth enhancement and preservation, including Internal Revenue Codes, Federal Legislation, and the myriad of insurance and other products for funding wealth programs and for enabling wealth management.
In addition, our experience spans a broad spectrum of industries and sectors, giving us the abilty to understand the unique needs of each client.
We prefer to work collaboratively with client legal and tax advisors to assess client needs, designing specialized programs that meet the unique capabilities and needs of the individual client. Assisting clients having a minimum net worth in excess of $15 million, our objective is to provide the best options for each client situation, taking into account considerations such as state, federal, transfer and estate taxes applicable to the various wealth protection plans.
Edward W. Gordon, CEP
Edward W. Gordon, founder and guiding principal, has over 20 years of experience in the field of business and estate planning. Mr. Gordon is a graduate of the State University of New York with a major in Business Economics and Finance. He holds the Series 6, Series 63, Life & Health License, and is a Certified Estate Planner.
Mr. Gordon is an active member of The Study Group, an organization devoted to the promotion of ethics, education, and technical advances in the financial services sector. He is also an active member of the American Society of Certified Estate Planners. In addition, Edward Gordon is an active member of STEP, the Society of Trust and Estate Practitioners. Mr. Gordon is a frequent panelist and speaker at industry events. He has authored several articles and a book covering estate planning and related topics.
Mr. Gordon began his career in 1990 with New York Life, followed in 1993 to 2005 with various planning roles at Arnone, Lowth, Fanning, Wilson & Rubin. In 1996 Edward Gordon founded E.W. Gordon & Company, Inc., the predecessor company to Preservation Capital Partners LLC.