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. The easiest thing we can do is begin implementing the right mindset and structure.
Mindset matters.
First, wealthy families think in decades, not retirement dates. They ask: What do I want my money to do for me? They don’t use money isn’t just a safety net, rather they begin thinking about it as a tool to build long-term purpose.
Structure their wealth.
It’s not just about accumulating investments, it’s about organizing them, efficiently. If you hear wealthy people talk money, it’s rarely ever about cash or account values, it’s almost always however about structure.
- Use tax buckets intentionally (pre-tax, Roth, taxable).
- Title assets properly (trusts, beneficiaries, TOD accounts).
- Even simple family trusts can provide protection and direction.
The wealthy don’t just accumulate, they design.
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). The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results This material is for general information and educational purposes only and is not intended to provide specific advice or recommendations for any individual. Investing involves risk
