The professionals at PWMG work closely with clients, their families and their advisors to obtain the best solutions for preserving and protecting wealth. Our staff helps integrate and coordinate all important components, including investment, tax, insurance and estate planning.
Many wealthy families utilize trusts for the protection and continuous management of their assets in the event of disability, often avoiding the expense and publicity of guardianships. The death of the family elder is another particularly difficult and risky time for wealth preservation.
