Asset Preservation Strategies, Inc. - Who We Serve

Affluent Families

Every family with wealth needs some type of formal legacy and estate planning. This is an extension of good financial planning. At Asset Preservation Strategies, our services do not only deal with the money and investments, but also with the emotional side of inheritance and family wealth. Find out more about our Family Office Services and Family CFO™ Services.

Our services include:
•Full wealth design and documentation that becomes the guiding blueprint to asset management, asset protection, tax minimization, and estate and gift planning.
•Formation of a Family Foundation, as warranted.
•Facilitation of family meetings to help ensure continuing trust between generations.
•Family legacy planning and education.
•Gifting strategies to train and test money management skills of the next generation.