Wealth Preservation Concepts, LLC (WPC) offers estate and tax plan design services, back office drafting services, business succession planning, and implementation oversight services to attorneys, life insurance wholesalers, financial advisors, accountants, and other trusted advisors of high net worth individuals and business owners. We facilitate a collaborative environment where family concerns, asset protection, business succession, control, tax planning, liquidity planning, and philanthropic planning come together to form a cohesive, well-integrated plan. We have worked with high net worth families and their advisors to design and implement plans that create the legacy and stewardship opportunities for generations to come. These designs can involve simple strategies that meet the client’s needs or based on the needs of the family it may involve many complicated strategies that function as a whole.
What Our Values Are
- Integrity
- Respect
- Listening
- Simple explanations for complex solutions
- Customer tailored designs
- Empowering families to maintain control and pass on a stewardship opportunity for generations to come
- Accountability
Who Our Clients Are
Wealth Preservation Concepts, LLC (WPC) offers estate and tax plan design services, back office drafting services, business succession planning, and implementation oversight services to attorneys, life insurance wholesalers, financial advisors, accountants, and other trusted advisors of high net worth individuals and business owners. We facilitate a collaborative environment where family concerns, asset protection, business succession, control, tax planning, liquidity planning, and philanthropic planning come together to form a cohesive, well-integrated plan. We have worked with high net worth families and their advisors to design and implement plans that create the legacy and stewardship opportunities for generations to come. These designs can involve simple strategies that meet the client’s needs or based on the needs of the family it may involve many complicated strategies that function as a whole.
Randall H. Borkus
Randall Believes that plan designs and implementation of business succession, asset protection, life insurance, and estate planning are less about numbers and much more about helping people preserve, protect, and provide for who and what is most important to them.
References
I have known Randall for many years and he is one of the top, most innovative, and insightful advisors in the estate planning and wealth management community. He truly looks at every project from a client-centric perspective, and works to achieve not just a “technical” solution, but a collaborative, holistic design that incorporates both the client’s wealth issues and personal goals and objectives. I highly recommend Randall for any wealth management design project.
-Craig
I endorse this lawyer. Randall Borkus is a lawyer’s lawyer. You cannot find better. He is technically excellent, respected and liked by his collegues and gives tremendous counsel to his many clients. He pays attention to the details while keeping his eye on the big picture. He is extremely knowledgable, is incredibly ethical, easy to work with, easy to understand, and does what he says he will do.
-William
A colleague and I met Randall a number of years ago at an estate planning seminar in Chicago where he was teaching other attorneys and financial professionals advanced estate and tax planning concepts.
I was instantly impressed with his unique ability to take a complex concept and break it down into terms that are more palatable without talking down to that person.
Randall and my firm have worked closely on a number of complex, ultra high net-worth cases of the years and he has become the “go-to” person for design and implementation of sophisticated planning techniques.
I have found Randall and his team to be competent, hardworking, thorough, and creative in their approach.
-Erin
Randall has vast experience working with advisors around the country on high net-worth cases helping families identify and accomplish important planning goals. He and his team provide terrific back-office support for small firms. He stays up-to-date on important tax and other rulings and provides sound advice
-Scott
I had the good fortune of collaborating with Randall on one of our high net-worth clients. He was great at suggesting creative solutions for complex situations. He was also extremely patient and delivered on time a fabulous end product for client presentation.
-Kimberly