Your wealth stays protected. Period.
Insurance planning that actually works. We don't use fancy jargon or make promises we can't keep. You've built something valuable—let's make sure it stays in your family's hands, not the government's.
With years of experience in Wealth insurance planning, we understand what it takes to succeed. Contact us today to see how we can help you achieve your goals.
What Sets Us Apart
Real Protection Plans
Strategies built on facts, not theory. We analyze your actual situation and create a plan that fits. No cookie-cutter solutions here.
Tax-Smart Structure
Keep more of what you've earned. We work with your accountant to minimize what you owe while staying completely legitimate. That's the whole point.
Succession Ready
Your kids inherit what you want them to inherit. Not what lawyers say they have to. We handle the paperwork that makes it happen.
Regular Check-Ins
Life changes. Markets shift. Your plan needs to keep up. We review things with you—not at you—every single year.
About Us Preserve Asset Shield
Preserve Asset Shield started because we got tired of watching people lose half their wealth to taxes and bad planning. We're based in Brașov and we work with business owners, investors, and families who've actually built something. Our approach? Direct. Honest. No BS. We sit down, understand what you've got and what you want to protect, then build a plan that works. Thirteen years in, we've helped 157 families keep what they earned.
What sets us apart is a focus on outcomes and long‑term relationships. We listen first, then execute with care and transparency.
- ✓ Quality
- ✓ Service
- ✓ Value
What Our Clients Say
What Our Clients Say
"Working with Preserve Asset Shield has been an exceptional experience. Their team demonstrated remarkable professionalism throughout our project."
Preserve Asset Shield
TRUSTED BY LEADING COMPANIES