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Wealth Preservation · Authority Guide

How We Rank Wealth Preservation Outcomes

The IQT Wealth Preservation Rankings combine asset protection coverage, titling discipline, tax efficiency, and longevity planning across household profiles.

In this guide

  1. 1 · Executive summary
  2. 2 · Key takeaways
  3. 3 · Key strategies
  4. 4 · Pro-tips checklist
  5. 5 · FAQ
  6. 6 · Related guides & tools

Executive summary

The IQT Wealth Preservation Rankings combine asset protection coverage, titling discipline, tax efficiency, and longevity planning across household profiles.

  • 8 weighted factors per profile
  • Updated annually
  • Stratified by net-worth band

Key takeaways

  • 8 weighted factors per profile
  • Updated annually
  • Stratified by net-worth band
  • Top/middle/bottom tiers

Key strategies

  1. Strategy 1

    8 weighted factors per profile

  2. Strategy 2

    Updated annually

  3. Strategy 3

    Stratified by net-worth band

  4. Strategy 4

    Top/middle/bottom tiers

Pro-tips checklist

  • Use rankings to identify the weakest preservation factor
  • Combine with HRI for full picture

FAQ

What's the most common preservation gap?

Under-sized umbrella relative to net worth — appears in ~60% of profiles.