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The systems aren’t broken. But they’re bending.
- Marcus Nikos
- May 30, 2025
- 2 min read
The systems aren’t broken. But they’re bending.
Wealth Preservation Strategies: A Basic Guide for Americans
After we’ve built a client’s plan, we recommend a yearly review in case there’s something that might require a tweak or two. The most common triggers include:
A big event in their life (wedding, divorce, death).
A large inheritance or other windfall.
A large new investment.
A new law or regulation that will affect them.
A major shift in the political or economic situation wherever they call home.
Since the beginning of the year, we’ve seen big developments in the last two of these items. Unprecedented in our lifetimes, at least.
This has caused many of our clients to check in whether there’s anything they could do to tweak their wealth preservation strategy.
That’s why, in today’s article, we thought it worth revisiting some foundational tools and strategies that make up a smart wealth preservation plan.
Although the world is changing so quickly, a focus on the fundamentals is the right move right now. Get the foundation right and you’ll be able to adapt to almost anything that comes your way.
Thinking about buying property overseas?
It's a part of many Plan Bs we create for our clients. But it's not just about negotiating a good deal.
Foreign real estate comes with rules, risks, and costs many American buyers never expect.
Legal red tape. Hidden fees. Bad advice. Or just confusion.
Whatever the problem, you need clear, expert help.
That's something we do every day. Right now we're working on deals in Greece Panama, Mexico, Paraguay, Montenegro, Spain, Portugal, and a couple others.
From reviewing the purchase agreement to figuring out the best way to avoid probate to keeping it all compliant on the US side of things -- we're here to help.
Whether you're thinking about buying, are already under contract, or already have a property and are having trouble figuring out the local rules, please get in touch to see how we could help.
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Currency Diversification Beyond the US Dollar
Protect your wealth from dollar devaluation with our guide to currency diversification strategies for Americans seeking financial security.
Investing in Overseas Property for Americans Afraid of US Market Chaos
Learn how investing in overseas property helps Americans escape US market chaos while avoiding reporting hassles.
