What is Wealth Preservation
Wealth preservation refers to strategies designed to protect existing wealth from being diminished by factors such as taxes, inflation, or market risks. These strategies are crucial for maintaining the financial stability and legacy of high-net-worth individuals and families.
Strategies for Wealth Preservation
Common strategies for wealth preservation include tax-efficient investment planning, diversification of assets, inflation-hedging investments, and risk management techniques. Family offices often employ these strategies to ensure long-term financial security and intergenerational wealth transfer.
