Wealth Preservation involves estate planning strategies that help mitigate the effects of taxes and tax advantaged investments that are intended to maximize income while minimizing tax burdens. It also involves managing your assets in such a way to ensure that the value of the assets does not decrease or erode and is kept intact.
The estate planning solutions involve establishment of trusts and foundations, which can be tailored according to your unique situation and needs. It will also help protect your wealth during your lifetime and for future generations.
Aptus Prime work with clients and their legal and tax advisors to match their goals and design an appropriate solution to meet their financial and estate planning objectives.
