Maintain Your Wealth
0–0%
Typical real-return target
for wealth maintenance mandates*
for wealth maintenance mandates*
0%+
Client base focused on
capital preservation & income
capital preservation & income
0–0y
Typical planning horizon
for maintain-wealth strategies
for maintain-wealth strategies
0+
Disciplines integrated:
risk, tax, liquidity & legacy
risk, tax, liquidity & legacy
*Illustrative only. Actual objectives and allocations are tailored to each client’s unique profile.
A disciplined, long-term approach
Maintaining your wealth without standing still
Preserving wealth is not about avoiding risk altogether. It is about taking the
right risks, in the right size, for the right reasons.
At Assets Glocalization Unicorn, our maintain-wealth strategies are designed for clients who have worked hard to build
their capital and now want to protect it, draw sustainable income from it and pass it on with confidence.
We blend a data-driven investment process with a deep understanding of your cash-flow needs, risk tolerance, tax circumstances and family objectives. Our role is to stand between your capital and the noise of the markets – translating complexity into a clear, repeatable discipline that helps your wealth keep pace with inflation while remaining resilient through different market cycles.
We blend a data-driven investment process with a deep understanding of your cash-flow needs, risk tolerance, tax circumstances and family objectives. Our role is to stand between your capital and the noise of the markets – translating complexity into a clear, repeatable discipline that helps your wealth keep pace with inflation while remaining resilient through different market cycles.
Who this is for
Entrepreneurs and professionals who have converted active income into sizeable investable assets and want
to protect what they have built.
-
Families seeking stable, long-term income from their capital without eroding principal unnecessarily.
-
Retirees and pre-retirees who need a portfolio aligned to withdrawals, longevity risk and multi-generation
planning.
Stability with purpose
Our goal is not simply to “avoid losses” but to help you maintain your lifestyle, support the people and
causes you care about and keep your options open for the opportunities the future may bring.
Disciplines
Four pillars of our wealth-maintenance philosophy
Maintaining wealth over time requires more than simply choosing “conservative” investments. Our framework
combines risk management, income design, tax-awareness and liquidity planning into one integrated strategy.
Risk-managed investing
We calibrate portfolio risk to your capacity and tolerance, using diversification, scenario analysis and
disciplined rebalancing rather than reacting emotionally to short-term market movements.
Sustainable income
We design portfolios to support predictable withdrawals while giving your capital room to grow. That may
include dividends, interest income and planned sales, all aligned to a long-term spending plan.
Tax & efficiency awareness
Whenever possible, we look for ways to improve net, after-tax outcomes – such as asset location decisions,
harvesting losses when appropriate and managing turnover thoughtfully.
Liquidity & legacy
We keep an intentional balance between liquid reserves, long-term growth assets and capital earmarked for
future generations or philanthropic objectives, so you are positioned for both expected and unexpected needs.
Process
A structured roadmap for long-term preservation
Our work with you is not a one-time event. It is a continuous cycle of understanding, implementing,
reviewing and adjusting. A typical maintain-wealth engagement follows four broad stages:
-
1 — Clarify your baseline
We review your current holdings, liabilities, income sources, time horizons and family priorities. Together we define what “maintaining your wealth” truly means for you in practice.
-
2 — Design your strategy
Using our wealth-management framework, we propose an asset mix that balances preservation, modest growth and income. We also map out a provisional withdrawal or cash-flow plan where relevant.
-
3 — Implement with discipline
We transition you into the agreed strategy carefully, considering tax implications, transaction costs and market conditions, and then monitor your portfolio relative to target ranges.
-
4 — Monitor & adapt
Periodic reviews keep your portfolio aligned with life events, market changes and evolving goals. We revisit assumptions and make adjustments where appropriate, so your plan remains live and relevant – not static.
Illustrative scenario
What maintaining wealth can look like in practice
From active income to sustainable capital
“After selling my business, I wanted to protect the value I had created but still allow my investments
to grow. Assets Glocalization Unicorn helped me design a portfolio that supports my lifestyle, keeps a safety
reserve and positions the rest of my capital for measured growth and future family needs. The focus on
discipline rather than prediction has been key to my peace of mind.”
Connected solutions
Maintaining wealth across your full financial life
Your maintain-wealth strategy does not sit in isolation. It is woven together with your retirement planning,
investment solutions and the broader guidance you receive from Assets Glocalization Unicorn.
Retirement planning
We coordinate portfolios with your retirement timeline, expected withdrawals and other income sources,
helping ensure that your capital remains aligned with the lifestyle you want to maintain.
Institutional-grade process
The same research, policy framework and risk discipline we apply to institutional mandates are used to
support your personal wealth-maintenance strategy.
Family & legacy
We work with you and your professional advisers to help ensure that your wealth plan considers future
generations, charitable intentions and the governance you want around family capital.
Next step
Let’s design a strategy to help maintain your wealth
If you are ready to turn accumulated capital into a resilient, long-term asset for yourself and those you care
about, our team is here to help. We will meet you where you are today and build a plan around where you want to
be tomorrow.
We invite you to speak with Assets Glocalization Unicorn about how a structured, client-centric wealth-maintenance
strategy could support your goals. Whether you are approaching retirement, have recently experienced a
liquidity event or simply want a more disciplined framework, we are ready to help you take the next step.