Private Wealth

Private Wealth Preservation Strategies

Time-tested strategies for protecting and growing multi-generational wealth with precious metals—used by family offices and high net worth individuals worldwide.

15 min read Updated January 2026

The Four Pillars of Wealth Preservation

Protection

Guard against loss

Diversification

Spread the risk

Liquidity

Access when needed

Legacy

Transfer to heirs

Wealth preservation is fundamentally different from wealth creation. Building wealth requires taking calculated risks, pursuing growth opportunities, and accepting volatility. Preserving wealth requires the opposite mindset—protecting what you've built from the forces that erode value over time.

For high net worth individuals and families, precious metals serve a specific and crucial role: they are the ultimate store of value that has survived every financial crisis, currency collapse, and empire in human history. This guide explores how sophisticated investors incorporate gold and silver into comprehensive wealth preservation strategies.

Understanding the Threats to Your Wealth

Before developing preservation strategies, it's essential to understand what you're protecting against:

Inflation & Currency Devaluation

The silent wealth destroyer. Since 1913, the US dollar has lost over 96% of its purchasing power. $1 million in 1990 has the purchasing power of roughly $400,000 today. Central bank money printing accelerates this erosion.

Systemic Financial Risk

Banks fail. Brokerages collapse. Markets crash. The 2008 financial crisis, European debt crisis, and numerous bank failures remind us that the financial system carries inherent risks. FDIC and SIPC insurance have limits.

Geopolitical Instability

Wars, sanctions, government seizures, and political upheaval can instantly impact asset values and accessibility. History shows that even "safe" countries can experience dramatic political shifts.

Legal & Creditor Risk

Lawsuits, divorce, business failures, and creditor claims can rapidly deplete wealth. High-profile individuals face elevated litigation risk simply due to their perceived "deep pockets."

Taxation

Income taxes, capital gains taxes, estate taxes, and property taxes continuously extract wealth. Tax rates change with political winds, often increasing for high-income individuals.

Why Precious Metals for Wealth Preservation

Gold and silver possess unique characteristics that make them ideal wealth preservation assets:

5,000+ Year Track Record

Gold has been valued across every civilization, surviving countless currencies and governments.

Zero Counter-Party Risk

Physical metals don't depend on any institution's promise or solvency.

Universal Recognition

Instantly convertible to cash anywhere in the world, regardless of local conditions.

Privacy Potential

Can be held with greater privacy than bank accounts or brokerage holdings.

Crisis Performance

Historically appreciates during economic uncertainty when other assets decline.

Tangible Ownership

You can hold it, secure it, and pass it to heirs directly—no intermediaries required.

Strategic Allocation Framework

Wealth preservation experts and family offices typically recommend allocating 5-20% of investable assets to precious metals. The exact allocation depends on your risk tolerance, time horizon, and economic outlook.

Allocation Models by Risk Profile

Conservative (5-10%) Moderate hedge, wealth preservation focus
Moderate (10-15%) Meaningful protection, balanced approach
Aggressive (15-20%) Strong conviction, concerned about systemic risk

Gold vs. Silver Allocation

Most wealth preservation strategies favor gold (70-80%) over silver (20-30%). Gold is more stable and easier to store in large values. Silver offers higher upside potential but with greater volatility. Consider your storage capacity and liquidity preferences when determining the mix.

Implementation Strategies

1 Dollar-Cost Averaging

Rather than making one large purchase, build your position systematically over 6-12 months. This reduces timing risk and smooths your average cost basis. Many HNW clients purchase a set amount monthly regardless of price.

Example: To build a $500,000 gold position, purchase approximately $42,000/month for 12 months rather than timing a single purchase.

2 Geographic Diversification

Don't store all precious metals in one location or even one country. Sophisticated investors often split holdings between:

  • Home safe: Small amount for immediate access
  • Domestic depository: Insured vault storage in the US
  • International vault: Singapore, Switzerland, or Cayman Islands

3 Product Selection Strategy

Choose products based on your priorities:

For Maximum Value

Large gold bars (100g-1kg) offer lowest premiums over spot price.

For Flexibility

1 oz coins (Eagles, Maple Leafs) offer easy divisibility and recognition.

For Privacy

American Gold Eagles don't trigger dealer reporting at any quantity.

For Retirement

IRA-eligible products (.995+ gold, .999+ silver) for tax advantages.

4 Legacy Integration

Integrate precious metals into your overall estate plan:

  • Include metals in trusts for probate avoidance and control
  • Use annual gift exclusions to transfer metals tax-free
  • Document storage locations and access for executors
  • Consider holding until death for step-up in basis

Private Wealth Consultation

Crown & Anvil provides confidential consultation for high net worth individuals and family offices building precious metals positions. We offer competitive institutional pricing, discreet service, and guidance on implementation strategies.

Confidential Competitive Pricing Insured Shipping

Disclaimer: This guide is for educational purposes only and does not constitute financial, investment, legal, or tax advice. Wealth preservation strategies should be developed with qualified professionals including financial advisors, estate attorneys, and tax professionals who understand your specific situation. Past performance of precious metals does not guarantee future results. All investments carry risk, including possible loss of principal. Crown & Anvil is a precious metals dealer and does not provide financial planning or investment advisory services.