We offer integrated planning to help individuals, families, and business owners align every financial decision—from strategic wealth planning and tax optimization to business succession, estate design, and multigenerational wealth transfer.
What Brings Our Clients to the Table
Real challenges. Real life.
Life doesn’t come with a playbook—especially when major financial decisions intersect with family, business, and long-term goals. Transitions, liquidity events, and evolving relationships often create pressure, uncertainty, and complexity
- Affluent Families juggle near-term needs, long-term ambitions, and the dynamics of wealth across generations.
- Business Owners face concentrated risk, growing tax exposure, and the challenge of planning for an eventual exit or succession.
- Entrepreneurs & Young Investors are gaining traction seek clarity—across investments, taxes, estate planning, and day-to-day financial decisions.
- Women in Transition often navigate financial choices after loss, divorce, inheritance, or other life-changing events.
At Asset Preservation Strategies, we align every financial decision—so you can move forward with clarity, not guesswork.
Our Process
A collaborative process, not a one-time plan.
Our approach is tailored, transparent, and built to grow with you. We coordinate with your existing team—or help you build one—to integrate your legal, tax, investment, and personal decisions into one cohesive plan.
- Discovery – We listen. Where are you now? What matters most?
- Strategy – We analyze your full picture and design a coordinated plan to connect the dots.
- Implementation – We coordinate action with your broader team.
- Ongoing Review – As your life evolves, so does the plan.
“We don’t push investments—we get to know you. We’re product- and strategy-agnostic, focused instead on understanding your goals and educating you on the possibilities that align with them. If you have a vision for your wealth, our job is to help shape a strategy that supports it while providing access to exclusive opportunities.” – Greg Banner, CEO
What We Bring to the Table
A broad range of planning capabilities, structured to serve you now and into the future.
Financial Planning
We help you organize your financial life so it supports the way you live, give, and grow—now and into the future. Our plans aren’t theoretical—they’re built around real cash flow, real priorities, and real decision points.
Focus areas include:
- Cash Flow Planning
- Charitable Giving Strategy
- Asset Accumulation
- Debt & Liability Management
- Retirement Income Design
Investment Management
Your portfolio should reflect your goals, risk tolerance, and timeline—not a templated model. We use a dynamic investment approach that balances core strength with targeted opportunities, always with an eye on tax efficiency and long-term alignment.
Focus areas include:
- Private Equity & Alternative Access
- Core & Satellite Portfolio Strategy
- Risk Analysis & Diversification
- Bucket Plan® Alignment
- Tax-Efficient Portfolio Construction
Business Strategy
We help business owners align their personal and business finances—structuring compensation, tax strategy, and succession planning to preserve value and prepare for what’s next.
Focus areas include:
- Exit & Succession Planning
- Real Estate & 1031 Exchanges
- Owner Compensation & Tax Structure
- Personal-Business Strategy Integration
- Liquidity Event Planning
Tax Optimization
Tax planning shouldn’t be an afterthought. We coordinate directly with your CPA or legal team to uncover opportunities, reduce exposure, and ensure that every move you make is tax-aware and forward-thinking.
Focus areas include:
- Strategic Tax Planning
- Roth Conversions & Charitable Bunching
- Business Entity Optimization
- Year-End Planning & Tax-Loss Harvesting
- CPA & Advisor Coordination
Risk & Liquidity
Risk management isn’t just about insurance. We help you protect what you’ve built while ensuring you have access to liquidity when you need it—without disrupting long-term growth.
Focus areas include:
- Insurance Audits & Coverage Reviews
- Long-Term Care Planning
- Asset Protection Strategy
- Emergency Fund Structure
- Liquidity Allocation Reviews
Estate & Legacy
We work with families to design estate strategies that preserve values along with wealth. Whether you’re creating trusts, planning charitable giving, or preparing heirs, we help ensure your intentions are clearly understood and structurally supported.
Focus areas include:
- Family Meeting Facilitation & Stewardship Training
- Trust & Estate Coordination
- Multi-Generational Wealth Planning
- Beneficiary Alignment
- Foundation Creation & Charitable Trusts
Client Spotlight
We’re proud to work with clients across generations, industries, and life stages. Here are a few of their stories, in their own words.
Service Spotlight
Integrated Wealth Management
Wealth management isn’t just about picking investments. It’s about making sure your capital is organized around your life—not the other way around. At Asset Preservation Strategies, we use a disciplined, real-world framework to coordinate risk, income, and opportunity across time.
The Bucket Plan®: Time-Segmented Clarity
Instead of treating your wealth as one undifferentiated pool, we separate it into three purpose-built buckets:
- Now – Accessible for short-term spending and emergencies
- Soon – Income-focused investments to cover near-term needs
- Later – Long-term growth assets designed to build legacy and replenish the others over time
This structure gives each dollar a defined role—so you’re not forced to sell at the wrong time or guess where your next draw will come from.
Core & Satellite Strategy: Structured Flexibility
We build portfolios around a central core of diversified, long-term holdings—then surround that with satellite strategies that adapt to market conditions, personal preferences, or tax opportunities.
- Core – Quality investments that aim to stay steady through market cycles
- Satellite – Targeted positions like private equity, structured notes, or thematic investments that can offer growth or protection depending on the environment
Together, these strategies create an adaptive system—one that balances protection and growth, minimizes overexposure, and reflects your personal comfort with risk and opportunity.
Bottom line? We don’t just manage money. We manage the structure around it—ensuring that your investments, income needs, and long-term priorities work in sync.
Ready to Put Structure Behind Your Strategy?
Whether you’re preparing for a business transition, organizing generational wealth, or simply looking for a clearer path forward- we’ll help you connect the dots and make every decision count.
Let’s talk about what’s next- and build a plan that reflects where you’ve been and where you want to go.
No pressure. Just perspective—and a plan that’s aligned with you.