The Preserving Wealth Program™ is designed to protect accumulated wealth or to properly manage a windfall. Although a reasonable rate of growth is required, the emphasis has shifted to tax-efficient income, and capital preservation. You desire a worry-free financial existence, but with excellent reporting, as family, business, travel and/or health are taking precedence at this stage. Private money managers may be employed when it is necessary and cost effective. The use of trusts for income splitting, as well as Wealth Protection Planning™ for the tax-effective transfer of wealth to heirs are key planning tools.

This program is most appropriate for motivated individuals or families with excellent cash flow and $1,000,000+ liquid net worth (verification required.)