About
A practice built around one problem, and the bench to solve it.
US Preservation Partners exists for a single question: how a family that is not American keeps its US assets from losing up to 40% to US estate tax. We are a licensed US life-insurance practice, and we coordinate the attorneys, accountants, and trustees who complete the plan. You work with one team, in your language, from the first question to the policy that pays.
The model
We own the problem and the fix, not just half of it.
The usual choices are a law firm that explains the tax but sells you nothing, or a carrier that sells a policy but never explains the tax. Neither runs the whole plan. We sit in the middle. We measure the exposure in plain language, place the insurance that funds it, and coordinate the specialists who structure it, so you have one point of contact instead of five, and one team accountable for the outcome instead of none.
The bench
The specialists we bring together around your plan.
No single firm should do all of this alone, and the best ones do not pretend to. We assemble a bench for your situation and your country, and introduce you only to the people your plan actually needs.
Our life-insurance practice
Licensed in all fifty US states and carrier-neutral across a panel of major US insurers. We size, place, and service the policy that pays the tax.
Cross-border estate attorneys
US and home-country counsel who set up the right ownership, such as a trust, and reconcile US rules with your country's inheritance law.
Tax advisors and accountants
US and local professionals who confirm the figures, handle the US filing, and check how the death benefit is treated back home.
US trustees and fiduciaries
Where a US trust should own the policy, the trustees who hold it correctly, so the proceeds stay outside your US taxable estate.
We place the insurance ourselves. The legal and tax work is done by independent, licensed professionals we coordinate, never presented as our own.
Independent, licensed, and carrier-neutral.
We are not owned by an insurer and not limited to one. Because no single carrier can cover every country, a panel is what lets us find a policy that fits, and choose the product for your plan rather than for a quota.
How we work
Understood, not sold.
Education first
We explain, you decide. If the numbers say you need nothing, we will tell you so.
Discretion by default
We will not call you unless you ask. Your plan stays with the small team working on it.
One point of contact
One team coordinates the whole plan, in English or Spanish, so you are never handed around.
Built for complex estates
Cross-border families, several countries, real assets. We set no advertised minimum, and we take the work seriously.
One team, one plan, and a family protected instead of surprised.
Start with a conversation.
Ask one of our professionals to reach out, in English or Spanish, on your terms. Or see your exposure first, with no email required.
