Greg Banner speaks at Marcus Evans private wealth summit

Greg Banner, CEO of Asset Preservation Strategies, presented at Marcus Evans’ June 2026 Private Wealth Management Summit, where he addressed tax planning and legislative uncertainty for wealth managers and family offices. The session highlighted strategies aimed at protecting assets and improving after-tax returns in a shifting policy environment.

Why it matters: - Tax planning is becoming harder for wealth managers and family offices as regulations, global tax rules and political uncertainty continue to shift. - The presentation focused on ways to protect assets and improve after-tax returns in a volatile legislative environment. - The topic is especially relevant for advisers handling complex portfolios for affluent and ultra-high-net-worth clients.

What happened: - Greg Banner, CEO and wealth adviser at Asset Preservation Strategies, delivered an exclusive presentation at Marcus Evans’ June 2026 Private Wealth Management Summit. - The session was titled “Navigating the Unknown: Tax Planning and Legislative Uncertainty.” - Marcus Evans selected Banner to speak to an audience of private wealth professionals.

The details: - Banner discussed proactive approaches to managing risk and identifying opportunities when legislation is unpredictable. - The presentation covered Qualified Opportunity Zones, tax-loss harvesting, QSBS and real estate toolkit essentials. - Additional topics included oil and gas strategies, private placement life insurance and concentrated stock positions. - Banner also addressed deducting adviser fees, estate tax planning, charitable planning, advanced trust planning and state tax planning. - Banner said his work with ultra-high-net-worth clients has given him a strong understanding of how to plan for legislative uncertainty and respond to complex portfolio challenges. - Banner said sharing those techniques with industry peers is rewarding and inspiring.

Between the lines: - The appearance positions Asset Preservation Strategies as a firm focused on technical tax planning rather than broad-market investing. - The breadth of topics suggests the summit audience was looking for tactical ideas that can be applied across portfolios, estate structures and business holdings. - The emphasis on uncertainty reflects a broader advisory need: clients want planning that can adapt as tax policy changes.

What's next: - Asset Preservation Strategies will likely continue leaning on tax-aware and estate-planning strategies in client work. - The firm also points readers to its disclosures at disclosures. - More information on investment advice is available through Belpointe Asset Management’s SEC record at the SEC adviser database. - The firm’s LinkedIn presence is available at Asset Preservation Strategies on LinkedIn.

The bottom line: - Banner’s summit appearance underscored how tax strategy has become a core issue for wealthy clients navigating policy uncertainty.