Intergenerational Wealth Preservation, Inc., is a unique strategic wealth preservation consulting firm that provides a complete wealth preservation executive function, an alliance network of right-fit financial and non-financial specialists, CFPIT^® Wealth Preservation Infrastructure, and CFPIT^® Solutions Toolbox, based on traditional project management principles using scientific tools. Is it a virtual “one-stop shop.”

IWP is home of the CFPIT^® Standard of Care and CFPIT^® Diagnostic Simulation: an external, impartial, objective, and considered estimation and simulation of a plan to flesh out the most damaging problems now.

IWP brings clients to the next step in realizing their strategic goals and dispositive intent by designing, building, and monitoring plans with the dexterity to preserve their wealth to serve them for the rest of their lives, and then to seamlessly transform the wealth, intact, to serve their heirs.

IWP is a centralized resource for planning and decision-making in any realm, if it entails a wealth preservation element, especially if the elements are interdisciplinary and need to have the interdisciplinary implications addressed.

IWP also fills a very important void: It addresses the Achilles’ heel of most estate plans, namely: the specialized multidisciplinary troubleshooting expertise to design, build, simulate, and model every aspect of funding* vehicles and their financing arrangements to bring plans to fruition, offers the Simple Solutions First, obviates the need to be driven by tax considerations first, hedges against unforeseen circumstances, to ensure that each of the client’s goals and dispositive intent are realized.

It fills the void of right fit advisors who are not restricted from the necessary life settlement option disclosure and discussion, who have the requisite knowledge and skills to level the playing field.

It handles strategic elements that require highly specialized in-house expertise, and refers to/coordinates with outside specialists for the rest, providing clients with multiple right-fit financial and non-financial sub-specialists who will make up a complete team to handle every possible aspect in the full spectrum of wealth preservation planning and who will employ the complete toolbox in the design, powering, and hedging of the plan.

IWP strives for best results by providing clients with the highest levels of goal and dispositive intent articulation, diagnostics, advisors, CFPIT^® Solutions Toolbox, funding*,  hedging, and their financing arrangements, strategy execution, and best practices.

IWP is a fee-for-service organization that provides no products.

IWP does not play any legal, tax, accounting, trust, investment planning, non-recourse premium financing or securities-based insurance planning, actuarial, or administrative role, nor are we fiduciaries.

We do not hold ourselves out to be the final authority on any matter, although we have access to the legal and tax advisors, to whom we refer the clients.

Our role is as troubleshooters and gatekeepers using our 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

We are not a captive or an ally of any advisor or vendor, and as independent consultants have no conflicts of interest, and pride ourselves on always placing our clients' interests above our own.

 (* and adjusting / ameliorating / augmenting / fortifying / hedging / scaffolding / shepherding / as an alternative / and as a failsafe)