Substantial wealth is typically created by those willing to take great risks and make bold moves. Ironically, these are precisely the same qualities that have also destroyed many fortunes. In fact, creating wealth and preserving it are two entirely different endeavors, requiring substantially different strategies. Disciplined risk management, intelligent diversification and wealth preservation strategies are the keys to ensuring sustained wealth retention and appreciation.
Working in unison with your Managing Director, PCG provides access to a tool kit of proprietary risk management strategies. We have the ability to structure unusually innovative and effective risk-management tactics, coupled with non-traditional asset management solutions for select portfolio elements. By carefully blending combinations of investment managers, our state-of-the-art methodology mitigates risk in volatile markets. Once a client strategy is executed, it is strictly monitored and continually fine-tuned as warranted by changing economic conditions.
In appropriate instances, PCG works with some of the world’s leading experts in asset protection to create U.S. or foreign wealth preservation structures for clients. Among these professionals is PCG Wealth Strategies Design Team member, Tim Scrantom, an American lawyer and English barrister who has written the international finance laws of several “offshore” countries. Mr. Scrantom’s specialties include wealth preservation and dynastic planning structures utilizing international financial centers. While domestic trusts and similar structures often serve the client’s needs, more extraordinary issues and opportunities may implicate the use of foreign structures, such as trusts or hybrid entities.
PCG and Mr. Scrantom often collaborate to weave tailored asset preservation strategies into a client’s portfolio to ensure the client’s overall needs and goals are met and observed. Mr. Scrantom assists PCG’s Managing Directors in several areas of planning to include: protecting wealth from claimants, preserving wealth in family dynastic planning and assisting in ancillary areas such as preserving the anonymity and confidentiality of investment structures and investors.