Billion dollar clans have three goals for protecting their legacy through generations. Start thinking like the wealthy to make sure your legacy endures.
Traditional planning often ignores lost opportunity costs. A financial model can mitigate these dangers, helping you reach your full financial potential.
It’s easier to lose money than it is to acquire it. Accumulating money requires a conscious effort. Losing money doesn’t require much thought at all.
Sometimes investors are their own worst enemy. Bad investing behavior leads to bad decisions, deterring your ability to reach your full financial potential.
Downturns, risk & volatility can’t be eliminated. But, we can fill in the gaps between tradition & today’s investor, seeking to maximize investing success.
Wealthy investors can teach us a lot about creating sustainable wealth. It’s pretty simple, actually: Remember what works and stick to it.