Two Key Rules to Preserving Wealth


Make sure you’re playing the stay-rich game, not the get-rich game.

Key Takeaways

  • Wealth preservation is the No.1 financial concern for 80 percent of successful investors—that’s been a constant for several decades.
  • You want to be in the stay-rich game, not the get-rich game.
  • Two simple rules for the stay-rich game: structure and diversification.

Intentional Wealth Transfer


Do you have your 3 Ps in order?

Key Takeaways

  • Wealth transfer is the third biggest concern for successful families, behind only wealth preservation and tax mitigation.
  • There are three important estate planning concepts to know all starting with the letter P: Processes, People and Property.
  • Without a will, you’re considered to have died “intestate.” Half of your assets automatically go to your spouse and the other half to your children.

The What, How and Why of Wealth Management


Why the formula (WM = IC + WP + ERMT) is so powerful

Key Takeaways

  • Wealth management combines investment consulting, wealth planning and access to an expert resource management team. Fewer than 7 percent of advisors can offer this.
  • Among successful families, 80 percent are actively shopping for new advisors at any given time.
  • Wealth management is more than just a formula for comprehensive services—it’s about having a passion for helping people achieve their lifelong dreams and goals.