Wealth Preservation – Often misunderstood with respect to
Inertia, Complexity and Opportunity

Cyclicality is an important concept in investment timing.  It is also plays a crucial role in the life cycle of a family’s wealth management.  An individual, or family, should properly manage the transitions from the early stages of wealth creation, then accumulation and finally preservation.  The requirements of skills, temperament and process for success do change as the family moves through this life cycle.  

The Perrini Cain Group has the knowledge and experience to help prepare our clients for the transition from early wealth creation needs, to sustained accumulation strategies and ultimately multi-generational wealth preservation.  These transitions do not happen spontaneously; they need to be planned.  Inertia matters and we will help you progress.  Complexity typically increases as one moves through the cycle.  Over time, there are often more constituents involved with different objectives and priorities as the family grows.  This may include other advisors with specialized skills (tax accountants, valuation professionals, estate tax attorneys, trust officers, liability experts, etc.)  We can help you manage this complexity with both process and an internal team of professionals.  (See our Family Wealth Services tab).  Finally, we see this process as an opportunity to not only fulfill the clients’ vision, but also their legacy.  We can assist the client or family work through the issues of governance, wealth transfer, philanthropy, liability management and institutional trustee options. 

 We welcome the opportunity to get to know you and your family in a relaxed, introductory meeting.