When we think of the ultra-wealthy, we quickly assume they’re playing a totally different game, and we chalk it up as unattainable. But the truth is, we don’t need $25M to apply their strategies.
Wealth isn’t just about growth, it’s about preservation, legacy, and teamwork.
Protect what you’re building.
Umbrella insurance, estate docs, and long-term care funding matter. If you’re a business owner or in a high-risk profession, asset preservation strategies are essential.
Involve your family.
Teach your kids about money early. Share values, not just account balances. Some families even involve their children in charitable giving decisions.
Build a team.
The wealthy don’t DIY. They coordinate their advisor, CPA, and attorney. They treat their finances like a business, so they can focus on what matters most.
The bottom line: You don’t need $25M to act like the wealthy, you just need a clear strategy, a trusted team, and a long-term vision.
If we’re not currently working together and you don’t have a plan in place, now is the time, please reach out.
We’re here when you’re ready,
—Nic
A quick note:
*If you have friends or family that might find this helpful, please forward this their way.
**If we’re not yet working together and you’re already working with an advisor but have considered making a change, please know that we help people do this all the time. It’s a simple transfer process that can be done without you having to be involved at all (if you like).
