Key Takeaways
- Wealth preservation is a system of five interconnected subsystems: legal structures, tax strategies, insurance, investment allocation, and family governance.
- Total system cost of 0.25–0.50% of assets annually is a fraction of the 40% estate tax it helps avoid.
- The four critical failure modes are: partial implementation, lack of updates, communication failures, and advisor conflicts.
- The AOS086 Master Framework provides a structured progression from foundation through advanced strategies.
- Immediate action: complete the vulnerability assessment, assemble the professional team, and execute Priority 1 actions within 30 days.
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Test Your Knowledge
1.What are the five subsystems of the wealth preservation system?
2.What is the approximate annual cost of operating a comprehensive wealth preservation system for a $20+ million estate?
3.Which of the following is the most common failure mode in wealth preservation planning?
4.What is the recommended first step for any investor beginning wealth preservation planning?