# | Organisation Name | Industries | Headquarter | Description | Founded Year | Company Type | Num of Employees |
---|---|---|---|---|---|---|---|
1 | Banks | Luxembourg | Banque Havilland S. A. is a privately owned bank established in Luxembourg in 2009. The Bank provides private banking, asset and wealth management, as well as institutional services to clients worldwide.
As an independent bank, Banque Havilland offers exclusive and bespoke services with a focus on wealth preservation.
The Bank is headquartered in Luxembourg and has its offices in London, Monaco, Liechtenstein, Dubai, Geneva and Zurich. | 2009 | Privately Held | 180 | |
2 | Financial Services | London, England | Hoxton Capital Management provides unparalleled personal financial advice to expatriate clients living globally.
Hoxton Capital Management is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding your financial future.
Founded by UK qualified financial advisers, Hoxton Capital Management offers a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace.
Investing with Hoxton Capital Management
Hoxton Capital Management offers financial support across three stages:
- Wealth Creation
- Wealth Protection
- Wealth Preservation
Hoxton Capital Management provides unparalleled personal financial advice to expatriate clients living globally.
Tailored Financial Service Offering
Wealth Creation - Securing your future.
- Thinking Ahead
- Pension and Savings Plans
- Property Investment
- Competitive Solutions for Money Transfers
- Investment Optimisation
- Tax Efficient Growth
Wealth Protection - Ensuring your family is always protected.
- Life Insurance
- Wills and Lasting Power of Attorney
- Offshore Bank Accounts
- Portfolio Review
Wealth Preservation - Preserve for future generations.
- Investment Reviews and Recommendations
- Maximise Investment Returns
CONTACT HOXTON MANAGEMENT CAPITAL TODAY TO FIND OUT HOW OUR TEAM OF HIGHLY QUALIFIED CONSULTANTS CAN HELP YOU.
UK: 160 City Road, London EC1V 2NX, United Kingdom | T: +44 203 917 3757
UAE: 23rd Floor, Tamouh Tower, Reem Island, Abu Dhabi, UAE | T: +971 2 556 5237
For more information please visit our website: www.hoxtoncapital.com
HOXTON Capital All Rights Reserved. | 2018 | Privately Held | 223 | |
3 | Legal | Minneapolis, MN | WE ADVISE.
For more than 100 years, clients have relied on us for exceptional legal advice and representation.
Start with personalized attention, aggressive advocacy, and a proven track record of client success. We strive to fully understand our clients’ business and personal needs, then deliver innovative and effective solutions. We are a highly qualified team with uncompromising ethical standards, providing legal services that exceed expectations.
YOU DECIDE.
Our clients are the decision makers. Our role is to support their objectives.
We never lose sight of the fact that you know your business best. Our goal is to be a strategic and critical partner to our clients, and provide value that extends far beyond the practice of law. To this end, we assemble strong teams that develop practical business and litigation strategies to minimize risk and provide successful outcomes. With more than 100 legal professionals working together, we are focused on achieving outstanding results for in
Our Services:
For Businesses
• Accountant law
• Business law
• Communications
• Construction law
• Employment law
• Energy and public utilities
• Financial services
• Intellectual property
• Litigation
• Multifamily and Commercial Real Estate Finance
• Real estate
For Individuals
• Family law
• Wealth preservation and estate planning
Disclaimer:
Interaction on this site does not create an attorney-client relationship between Moss & Barnett, A Professional Association, or any of its attorneys and any person or company interacting on the site. If you have a legal question, consult with an attorney. Moss & Barnett, A Professional Association, assumes no liability for typographical or other errors contained herein or for changes in the law affecting anything discussed herein. Please go to our website, www.LawMoss.com, to view our disclaimer and our privacy policy. | 1892 | Privately Held | 182 | |
4 | Financial Services | Tampa, Florida | Florida Financial Advisors (FFA) is full-service comprehensive financial and wealth management firm with a keen focus on helping our clients realize their dreams. We understand how intimidating it can be to work with a large financial group, so we take a personalized approach and work together with you to navigate your financial strategy. We are a group of highly trained professionals committed to helping you achieve your needs and goals in life. FFA has designed unique ways to enhance your plans to grow your wealth, invest in your future and protect your family.
The FFA Solution was created with “Floridian” as the centerpiece of financial success. We have customized our services to specifically fit the financial needs of Florida residents. Our FFA model was designed to help you maximize your largest opportunity to accumulate assets: your employer. From robust matching 401(k)s, to stock options to pensions (yes, many Florida employers still offer pensions, something not seen with many employers), we will explore all avenues to be sure you are getting the highest return from your employer benefits package.
We offer:
• Investment recommendations and ongoing management
• Critiques of current financial planning strategies and investments
• Analysis of insurance needs
• Cash-flow expense planning
• College funding strategies
• Estate and survivorship planning
• Income tax advice and preparation
• Advice on tax-deferred retirement plans
• Planning for retirement
So whether you need guidance on financial planning, wealth management, insurance, investing, retirement, estate planning or wealth preservation – we are committed to help you navigate your financial options to ensure achievement of your financial goals.
Contact :
Email: [email protected]
Phone: 617-275-6600 | 2015 | Privately Held | 174 | |
5 | Professional Training and Coaching | New York, NY | TIGER 21 is a peer learning community that takes on topics that matter most to our Members. Fellow visionaries, entrepreneurs, investors, and executives from an array of industries comprise each Members’ personal peer Group. Our network of Members effectively serve as legacy planning partners who help each other improve their investment acumen, tackle common issues of wealth preservation, manage family-related challenges, understand estate planning options, and share ideas on philanthropic endeavors.
TIGER 21 was founded in 1999 by an entrepreneur seeking objective advice regarding the management of his wealth following a major liquidity event.
Michael W. Sonnenfeldt started TIGER 21 with a single Group of six entrepreneurs in New York City who had all just sold their businesses and felt challenged as to how to wisely preserve their wealth. As TIGER 21 evolved, it became clear that issues of relevance, legacy, family, philanthropy, and what to do next weighed heavily on their minds. They found that sharing and learning from each other helped them to navigate the issues that accompanied their success.
Obtaining wealth is hard, preserving wealth is harder. If you want to be a successful steward of your wealth and develop a path for a life well lived for you and your family, consider joining us. | 1999 | Privately Held | 164 | |
6 | Financial Services | Tucson, AZ | J.D. Mellberg Financial specializes in safe financial retirement planning and wealth preservation.
As an independent financial advisory firm, we are dedicated to personalized service with uncompromising integrity and affordability. Our focus is on comprehensive plans that provide sound preservation of capital with income growth, are tax advantaged, and produce higher returns with minimal risk. Our mission is to help our clients achieve a financially secure and enjoyable retirement. For the fourth year running, J.D. Mellberg Financial made an appearance on Inc. magazine's 500|5000, an exclusive ranking of the fastest growing private companies in the country. On the 2014 list, J.D. Mellberg Financial was ranked 1,170 overall, 73 in the U.S. financial services industry and 24 in the state of Arizona. | 2004 | Sole Proprietorship | 160 | |
7 | Financial Services | London, London | Since 1986, when London & Capital was founded, a lot has happened. From historical events to market crashes, over this period London & Capital has not only withstood the test of time, but has prospered. This is a result of relentless focus on wealth preservation, continuous adaption to market and regulatory change and delivering when it matters most.
We are independently-owned and have $4.4 billion of assets under management*, with offices in London and Barbados. We specialise in creating bespoke investment solutions centred around our clients' objectives and life goals.
Our investment teams create tailor-made portfolios designed to perform when it matters most. It's a highly sophisticated process driven by multi-asset investing, open architecture and an obsession to preserve our clients’ wealth.
*as at Q1 2021
The value of investments and any income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance. The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Nothing contained herein constitutes investment, legal, tax or other advice.
Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588. London and Capital Wealth Advisers Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604. | 1986 | Privately Held | 151 | |
8 | - | Sydney CBD, New South Wales | Fitzpatricks Private Wealth is a privately-owned, national advisory firm specialising in wealth preservation, estate planning and investment management for successful Australian’s, both their businesses and families.
Our aim is to help you become ‘financially well organised’ by creating and project managing your life plan.
We do this with a 10 - 3 - NOW Year Plan that focusses on the life you truly desire to enjoy, the legacy you want to leave and a realistic map to get there.
Founded in 1987 by Scott Fitzpatrick and business partner John Woodley, the firm is an early pioneer of client-centric financial advice focused on quality of life as well as quality investments.
Over time, other financial planners approached Fitzpatricks, attracted by the integrity of the business model, and we evolved into a national firm with over 100 like-minded and heart-centred financial advisers.
To sustain these company values and the quality of our unique service, we accept new advisory partners and investment managers by invitation only.
EXPERTISE WHEN YOU NEED IT
- Business succession
- Cash flow analysis
- Debt structuring
- Estate planning
- Family board guidance
- Investment management
- Retirement planning
- Risk management
- Superannuation
- Asset protection
For inquiries visit www.fitz.com.au
Follow us on Twitter @FitzWealth
Fitzpatricks Private Wealth Pty Ltd (ABN 33 093 667 595) AFSL No 247429. This information is general information only. You should consider the appropriateness of this information with regards to your objectives, financial situation, and needs. | 1987 | Privately Held | 92 | |
9 | Legal | Canterbury, Kent | Furley Page Solicitors is a leading, regional South East law firm with offices in Canterbury, Whitstable and Chatham. We work with regional, national and international businesses and organisations, in both the public, private and not-for-profit sectors. We are recognised for our legal expertise by Chambers UK, Chambers HNW and The Legal 500.
We provide legal services to businesses and organisations on matters relating to Corporate and Commercial Law, Intellectual Property, Dispute Resolution, Employment Law, Real Estate, Property Disputes, Insolvency and Debt Recovery.
Our specialist sectors include: Agriculture and Rural Business, Automotive, Charities and Not-for-Profit, Education, Food and Drink, Health Care, Dental, Hospitality and Leisure and Manufacturing and Distribution.
We provide legal services to individuals and their families including Wills and Succession Planning, Tax and Wealth Preservation, Elderly and Vulnerable client services, Residential and French Property, Family Law, Personal Injury & Bankruptcy. One of our Partners is a Deputy to the Court of Protection. Two members of our Family Law team are Collaborative Lawyers. Our Residential Property team is an accredited member of the Law Society's Conveyancing Quality Scheme.
Contact us to find out how we can help you. | 1725 | Partnership | 89 | |
10 | Financial Services | Riyadh | AlRajhi United founded in 2010, is an investment firm owned by a subset of Alrajhi family. The shareholders of the company hail from AlRajhi family that pioneered and established one of the first and largest Islamic banks in the world – AlRajhi Bank.
Our mission is to invest prudently, maximize value for our shareholders, team, partners, and society. We empower a skillful and accountable investment team aiming to establish long lasting partnerships, focusing on diversification and wealth preservation, and adopting an entrepreneurship spirit.
We strive to become the leading proactive investment firm in the region while maintaining the highest level of ethical standards inspired by the Islamic values.
AlRajhi United Invests in public equities, private equity and real estate in Saudi Arabia and international markets. Investments are managed from our headquarters in Riyadh with support from our regional and international offices. | 2010 | Public Company | 73 |
Wealth Preservation
Summary
- 367 Companies
- 0 Patents
- 0 Use Cases
- 1 Case Studies
- 5 Science Papers
- Total Funding
Companies
Assignees
Science
Data limited by 2021
Top 10 cited papers
# | Paper Title | Paper Abstract | Authors | Fields of Study | Year | Citation Count |
---|---|---|---|---|---|---|
1 | The Bind that Ties: Socioemotional Wealth Preservation in Family Firms | A growing body of research shows that family firms are different from other organizations in significant ways. In this paper we review this literature by examining how family firms differ from nonfamily firms along five broad categories of managerial decisions. These categories encompass a set of key organizational choices concerning management processes, firm strategies, corporate governance, stakeholder relations and business venturing. We argue that socioemotional wealth or affective endowment of family owners explain many of these choices. We also examine some contingency factors (namely family stage, firm size, firm hazard, and the presence of nonfamily shareholders) that moderate the influence of socioemotional wealth preservation as a point of reference when making managerial decisions in family firms. Lastly, we explore the firm performance consequences of family ownership. | Business | 2011 | 1 225 | |
2 | An equity wealth preservation strategy: Following the macro trend | Financial crisis have happened in the past and will continue to do so in the future. In the most recent 2008 crisis, global equities (as measured by the MSCI ACWI index) lost a staggering 54.2% in USD, on the year. During those periods wealth preservation becomes at the top of most investor’s concerns. The purpose of this paper is to develop a strategy that protects the investment during bear markets and significant market corrections, generates capital appreciation, and that can support Millennium BCP’s Wealth Management Unit on their asset allocation procedures. This strategy extends the Dual Momentum approach introduced by Gary Antonacci (2014) in two ways. First, the investable set of securities in the equities space increases from two to four. Besides the US it will comprise the Japanese, European (excl. UK) and EM equity indices. Secondly, it adds a volatility filter as well as three indicators related to the business cycle and the state of the economy, which are relevant to decide on the strategy’s exposure to equities. Overall the results attest the resiliency of the strategy before, during and after historical financial crashes, as it drastically reduces the downside exposure and consistently outperforms the benchmark index by providing higher mean returns with lower variance. | Economics, Business | 2016 | 0 | |
3 | Managing the family's wealth in unstable times: role of advisers in wealth preservation using the parallel planning process concept | Unstable times have been with mankind since recorded history began, markedly so since September 11th 2001, and its effects on the financial markets have led to substantial loss of wealth, especially for wealthy families. The wealth of these families is widespread: it often contains a family business at its heart, and includes property and portfolio assets as well as art collections and other important assets, often spread over many jurisdictions. Advisors can help or hinder the wealth preservation efforts of wealthy families. | Economics | 2004 | 0 | |
4 | A consistent high-quality focus by our tenured investment team has led to long-term wealth preservation and growth A 20-Year Success Story Atlantic Trust Mid-Cap Growth Equity Strategy: | n Outperformance in 74% of calendar years n Outperformance in every year where the benchmark was negative n Quarterly up capture of 101.8% and down capture of 81.2% — Reflects the ability to capture gains when the market is up and avoid losses when it’s down n Lower risk and volatility metrics versus both the benchmark and peer group n Significantly lower turnover relative to peers — Has led to better after-tax performance relative to peers A consistent high-quality focus by our tenured investment team has led to long-term wealth preservation and growth A 20-Year Success Story Atlantic Trust Mid-Cap Growth Equity Strategy: | Computer Science, Business | 2012 | 0 | |
5 | Analysis, Design, and Implementation of Intelligent Fuzzy Expert System for Marine Wealth Preservation | Fishing has become a major threat to marine fishes. Effective conservation requires timely identification of vulnerable fish species. However, evaluation of extinction risk using conventional methods is difficult due to limitations in data that should be gathered about the fish species and required by such methods. This paper presents a fuzzy expert system that integrates life history and ecological characteristics of marine fishes to estimate their intrinsic vulnerability. There are lots of general and special purpose expert systems that help society in a life particular sector. So, a professional one is selected and adapted for helping in marine wealth preservation. Finally, the proposed fuzzy expert system is used as a decision support tool in fishery management and marine conservation planning. | Environmental Science, Computer Science | 2017 | 0 |
Top 10 cited authors
# | Author | Papers count | Citation Count |
---|---|---|---|
1 | 4 | 1 317 | |
2 | 2 | 1 258 | |
3 | 2 | 1 258 | |
4 | 1 | 1 225 | |
5 | 1 | 57 | |
6 | 1 | 20 | |
7 | 1 | 20 | |
8 | 1 | 20 | |
9 | 1 | 8 | |
10 | 1 | 8 |
Science papers by Year
Clinical Trials
- Researches Count 0
- Ongoing Studies 0
- Total Enrollment
Case Studies
# | Title | Description | Year | Source Ranking | |
---|---|---|---|---|---|
1 | Case Study: Wealth Preservation | Wade Law Offices | Case Study: Wealth Preservation. The Situation: Our client was the owner of multiple properties, including her personal residence and two vacation ... | no |
Experts
# | Name | Description | Followers | Following | Location |
---|---|---|---|---|---|
1 | Egon von Greyerz | Founder of Matterhorn Asset Management/GoldSwitzerland, wealth preservation and physical precious metals specialists. | 25 082 | 161 | Zurich |
2 | Golden Coast (Cassandra) | Social entrepreneur specializing in wealth preservation through investments to help protect people from out-of-control central bankers so you can enjoy life! | 3 583 | 1 449 | Wine Country |
3 | Dr. Saacha Spade | METAPHYSICIAN | NEW THOUGHT LEADER | AUTHOR | MATRIX MASTER | EDUCATOR| WEALTH PRESERVATION STRATEGIST | STUDENT OF LAW |TRUSTEE| KINGDOM KID| THE PLUG 🔌 | 2 703 | 652 | Universe's University (Earth) |
4 | Byron Kelly, Owner | Licensed Financial Professional. Marketing Director at WFG Eastlake. Educator of Retirement Security, Business Strategies & Wealth Preservation. USN Chief Ret. | 980 | 899 | California, USA |
5 | Yuen Yew Meng | CTO at Digital Nomad Labs | Blockchain Development Tools | Wealth Preservation Advisory | 840 | 889 | 16 Raffles Quay, 048581 |
6 | Angeline Mels | Money Allocation Specialist. Wealth Preservation. Design. Passion for travel, dance, culinary, art, environment, culture, humanity, wellness & spirituality. | 506 | 1 377 | ÜT: -6.245052,106.848059 |
7 | Clare Harris (Threlfall) | Head of Wealth Preservation- Cambridge #Agricultural Team/ #DementiaFriend/ STEP Member/ Fellow of ALA/ Amateur Baker/ #Runner/ #Lancashire lass | 445 | 905 | Cambridge |
8 | Raphael Tachie | Wealth Preservation Lawyer. Husband to amazing woman and son of and saved by Grace. | 208 | 297 | Toronto, Ontario |
9 | Solidus IEP | Welcome to Solidus IEP, a leading Trust services company, providing training, advice and advanced wealth preservation solutions to financial advisers | 154 | 152 | Welwyn - UK |
10 | AUCTORIS Architects of Wealth Preservation | #AUCTORIS: Architects of Wealth Preservation Strategies. Serving Clients Globally. Social Media Disclosure: https://t.co/12ehdmCYHM | 142 | 310 | Denver Metro |
Youtube Channels
# | Name | Description | Reg Date | Views | Country |
---|---|---|---|---|---|
1 | The Profit Advocate provides free weekly information and ideas about investing, asset ownership and wealth preservation. | Thu, 16 Sep 2021 | 1 283 514 | United States | |
2 | We're a community of free thinking Americans that grew out of a reaction to the financial crisis and retirement crisis in this country. We host a free central exchange of powerful underground ideas for investing, trading, income, asset ownership, and wealth preservation. These ideas are hand-selected by financial journalists in our community. | Sun, 29 Dec 2019 | 726 652 | ||
3 | Family, Community, Politics and Law are the hallmarks of Attorney Bose's life. Bose is a Virginia lawyer with varied interests which he discusses with guests and in conversation format. This channel delves into Politics, Wealth Preservation, Personal Finance, Asset Protection, Criminal Defense and traditional values embedded in the United States Constitution: Our Bill Of Rights. The Bose Law Firm was founded in 1998 by former police officer and attorney Sudeep Bose. This channel highlights the various practice areas of the Firm for entertainment and education of the public. The Bose Law Firm is independently rated by AVVO as Superb A+ 10/10. 703-581-4050 | Mon, 27 Oct 2008 | 280 242 | United States | |
4 | Im a silver stacker from the UK! Join me on my journey to wealth preservation and looking at shiny things! silver, gold, silver stack, silver stacking, silver stacking uk, review,stack, stacker, british, UK, crypto, cryptocurrency, bitcoin, ethereum, platinum, invest, buy, how to, financial, finances, finance, money, cash, saving, economic, economy, stocks, collapse, crisis, dollar, fiat, central bank, venezuela, zimbabwe, SHTF, prepping, preppers, precious metals, metal, precious, expensive, save money | Sun, 4 Oct 2015 | 236 960 | United Kingdom | |
5 | A Wills, Trusts & Estate Planning attorney in New Jersey, Neel Shah helps clients preserve & protect what matters most: "Your Family, Your Business, Your Legacy." Using Estate Planning, Trusts, Business Law & Corporate Law to create and implement Asset Protection, Wealth Preservation and Business Succession Strategies. www.LawEsq.net | Fri, 29 Sep 2006 | 81 000 | United States | |
6 | Dear Ladies and Gentlemen, Viewers and Subscribers, Welcome to silver.international ! I hope you're doing fine and thanks for watching my video's or joining me on this channel ! I'm a recently started (silver) stacker on what can be perceived as "a limited budget" since I have a "medium income" and like most people : bills to pay. So I don't have hundreds ounces of Silver to show, not yet ;) But perhaps you would like to join me on my start and journey as a "precious metals stacker". Mainly for wealth preservation. The only thing is... I pretty soon also got hooked to the numismatic side of silver (bullion) coins, and now I also partially collect historical silver coins. Main point of focus is of course "stacking silver for the silver" for the lowest price possible, But thanks to "CR62 Silver & More" I'm venturing into the world of silver coin trading ! Coin trading video's will be posted so stay tuned ! I also do 2 Euro coin roll hunts ! Commemorative coins ! | Sat, 23 Nov 2019 | 61 844 | Netherlands | |
7 | Our mission is to support Donald Trump in Making America Great Again! Donald Trump has, and continues to influence people all over the world with real estate, books, courses, The Apprentice and "straight to the point" speeches. Donald is the ultimate success story of the American Dream and rightfully so embraces it. He has done an amazing job with real estate by revitalizing old buildings, golf courses, and many others, turning them into attractions admired around the world. Mr. Trump has also done an amazing public service by sharing his billionaire mindset with "boots on the ground" educational books, varying from negotiating to wealth preservation. The business reality show "The Apprentice" has also been an amazing success. Giving people a glimpse at what its like to be a successful leader in the business world. | Tue, 11 Aug 2015 | 43 518 | ||
8 | Hello Everyone! Thank you for visiting and subscribing to the Stackerus Argentius Channel! Just like you, I have a strong conviction in favor of the case for Gold & Silver as an instrument for wealth preservation! I look forward to sharing with you my growing stack and insights about these special metals! Stay tuned! | Mon, 28 Jan 2019 | 38 172 | ||
9 | Building a precious metals inventory of Gold, Silver, Platinum, and Cooper for wealth preservation and supplemental income for retirement. My goal is to share this hunt, this journey, with the precious metal stacking community and help/contribute keeping us inspired and knowledgeable. This is an educational channel and not an investment guide. So please, thumbs up and subscribe, if you find my silver and gold videos entertaining. Looking forward to hearing from all of you. Thanks for watching. Send me stickers or Channel Mail and I will open in a video: SLWF P.O. Box 971 Raleigh N.C. 27602 Looking forward to Sending, Receiving and Trading all things Precious Metals. | Sat, 10 May 2008 | 31 148 | United States | |
10 | Offshore Wealth Preservation - Asset Protection with Rare Strategic & Precious Metals. Swissmetal Inc. (SMI) and its trading partner Schweizerische Metallhandels AG (SMH) provide an asset protection service throughout Europe and the Americas focusing on the use of rare, strategic metals to help you hedge against inflation and to protect your assets from currency devaluation. We have developed, over the last 5 years, a proven, safe and secure process to preserve wealth by providing you with fully allocated, private, secure offshore storage of rare and strategic metals that are being stockpiled for the future. | Mon, 29 Oct 2012 | 17 522 |