- Warren Buffett
Preserving and transferring wealth are primary components of a successful wealth management plan. A wealth preservation strategy ensures that assets not only grow over time but also provide a legacy for one’s family.
While risk is unavoidable and no one can predict the changing climate of the market, smart investment strategies focus on investing in a variety of assets that hedge inflation while allowing optimal time for growth.
Advance planning can help you understand short- and long-term objectives and utilize tools to help you meet your goals. Consider these three investment strategies for wealth preservation: