Intergenerational Wealth Preservation, Inc. ( “IWP”) , is a strategic intergenerational wealth preservation consulting firm that designs, builds, tests, and updates wealth preservation plans with the dexterity to preserve wealth to serve the clients, and then to seamlessly transfer the wealth, intact, to serve their heirs.

IWP practitioner’s role is as troubleshooters using 25 years of experience, worldview, expertise, and business practices, sitting on the client’s side of the table as their ombudsman and as insiders helping them level the playing field, as consultants not vendors. Being highly ethical, unbiased, not captives or allies of any advisor or vendor, and as independent consultants have no conflicts of interest, provide all the options, full disclosure, and put the client interests above all else.

Having mastered planning in  the fields of: income tax, gift and estate tax, securing and unlocking business value, financial security, retirement, business continuation and succession, ownership transition, insurance, qualified plans and IRAs, and wealth transfer, our practitioners are uniquely positioned to provide clients with the appropriate step down strategy ordering.

In 2007, IWP authored and filed two provisional patent applications for a Wealth Preservation Infrastructure and Solutions Toolbox, which includes a Non-Lawyer Estate Planning System ^sm/tm for CPA firms, law firms, and other wealth planning firms that analyzes the relative suitability of each estate planning tool/ scheme/ vehicle/ instrument and pioneered a new paradigm in wealth preservation planning: configuring insurance and annuities to hedge the risks inherent in some estate planning instruments or as an alternative early in the planning stages.

Finally, IWP created an Insurance Portfolio Restructuring System^sm/tm for people with insurance portfolios desperately searching for premium burden relief, trade-downs, liquidity, rescues, or even optimizations to give them the restructuring results they want, in the manner they want, with the ability to change them whenever they want.