Helpful Trustee @Helpful_Trustee
šFamily wealth strategist; money is only the second most valuable resource. Trustee to $1B | 2X Co-founder | SFO Pres | RE and VC Investor | former tax lawyer Canada Joined October 2023-
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Consider an independent co-trustee @Leppo_9 nice š§µ otherwise
Consider an independent co-trustee @Leppo_9 nice š§µ otherwise
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Nailed this @heirsjournal: āIām not saying it is easy to build a good body, Iām saying it is simple and straightforwardā¦ ā¦ You will gain discipline and a work ethic two things that are incredibly difficult for heirs to obtain when wealth is all around us.ā
The Synergies of Structure and Discipline stevelegler.com/?p=6614 (Iām the friend referenced in this great blog. Steve is always great.)
Tks Chris for the share and looking forward to following @heirsjournal My experience growing up (private schools, fancy vacations, paid-for university) gives me a lot of perspective. But Iām not an heir to a fortune. And thatās a big difference.
Shirtsleeves to shirtsleeves is a warning. Not fate.
I canāt wait for the day when Websterās flips these ālegacyā definitions back to the right order
Iāve burnt out before. I was nodding along until I read the comment about self-doubt. Then the mic dropped. Then I quoted and reposted. Burnout sucks. Tks @drgurner š
Iāve burnt out before. I was nodding along until I read the comment about self-doubt. Then the mic dropped. Then I quoted and reposted. Burnout sucks. Tks @drgurner š
getting wealthy, for yourself, is an amazing journey, but staying wealthy... that is less fun, and inheriting wealth, that is immeasurably less fulfilling. Generational wealth is poorly looked upon by most and to be honest, so many heirs as well. I'm a contrarian in that wayā¦
Family wealth needs strategy as anything. Financial planning. Critical ā Estate planning. Critical ā Investment strategy. Critical ā So shouldnāt the ends that are justified by all the above means be a part of the critical path checkmarks?!?!
Family wealth needs strategy as anything. Financial planning. Critical ā Estate planning. Critical ā Investment strategy. Critical ā So shouldnāt the ends that are justified by all the above means be a part of the critical path checkmarks?!?!
Submission is in! Thanks @jcolesimpson
I follow Dan to learn / reconsider important life philosophy, but moreso because I love his brand and how he approaches building an audience. Money is where his focus and mine overlap. @thedankoe
I follow Dan to learn / reconsider important life philosophy, but moreso because I love his brand and how he approaches building an audience. Money is where his focus and mine overlap. @thedankoe
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