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What's actually at risk?
01
Succession failure is the norm, not the exception
02
Complexity is the enemy
The average affluent household holds assets across multiple accounts, institutions, and instruments.
Without a unified view, critical gaps in protection and planning go undetected until it's too late.
03
Good intentions aren't enough
Most people intend to get their financial house in order. Few do.
Not because they don't care, but because the tools to do it simply haven't existed.
70% of family wealth is lost by the second generation, 90% by the third.
Approximately 65% of people lack a living will, and only 25% have designated beneficiaries for all accounts.
TOTAL WEALTH VISIBILITY
See Everything In One Place
Your assets, accounts, and investments consolidated into a single, clear picture. No more piecing together statements from a dozen sources.
PRESErVATION PLANNING
Protect What You've Built
Purpose-built tools to identify gaps, risks, and opportunities in your current financial position before they become problems.
What PRESERVUS does.
SUCCESSION READINESS
Your Legacy, On Your Terms
Structured guidance to ensure your wealth transfers the way you intend, to the people and causes that matter most to you.
BESPOKE INSIGHTS
Intelligence Built Around You
Insights tailored to your specific assets, life stage, and goals. Not generic advice. Your picture.
Built for people like you.
You've spent decades building something worth protecting. You have assets across multiple accounts, institutions, and instruments. You have people who depend on what you've built. And somewhere in the back of your mind, you know your financial picture is more complex than any single spreadsheet can capture.
You may already have a wealth advisor. You may have a will. You may even have a trust. But if you're honest with yourself, you're not entirely sure everything is in order. You're not sure anyone has the full picture. And you're not sure what happens if something happens to you.
PRESERVUS was built for people who:
Have worked hard to build meaningful wealth and want to protect it
Manage assets across multiple accounts, institutions, and/or property types
Have a spouse, children, and/or dependents who rely on what they've built
Have served or expect to serve as an executor or trustee for someone they love
Know their estate plan needs attention but haven't found the right tool to act on it
If any of these resonate, you're in the right place.
Your legacy starts here
PRESERVUS is currently in development: Join the waitlist and be among the first to preserve what matters most.
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I built the spreadsheet nobody should need.
In 2019, my stepmother passed away after a three-year battle with cancer. She had named me executor of her estate and trustee of her trust. I accepted without fully understanding what either role meant.
What followed was three years of the most complex, exhausting, and isolating work I've ever done. I spent six months waiting for pieces of mail to tell me what accounts she had. I tracked down life insurance policies, individual stock holdings, annuities, physical gold and silver, bank accounts she'd forgotten to mention. I filed tax returns for a woman who had already passed. I sat with her on her deathbed while she tried to give me passwords.
Nobody gave me a playbook. No tool existed to help me see the full picture. I built a spreadsheet.
When it was over, I knew two things. I never wanted anyone to go through that unprepared. And I already knew I would face it again, for my father, my mother, and eventually for my own family.
That is why I built PRESERVUS.
