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Focus on What Every Ultra-Wealthy Person Does but Nobody Else is Doing [Low Hanging Fruit]
Manage episode 435229710 series 126535
In this video, Richard C. Wilson discusses what every ultra-wealthy person does that sets them apart. Learn from the expert in family offices!
**Why You Need an "If I Die" Document to Protect Your Assets & Secure Your Family's Future**
In this eye-opening video, we dive into the crucial but often overlooked topic of creating an "If I Die" document. Discover why having a comprehensive plan can be more valuable than a life insurance policy, and learn how it can protect your assets and ensure your family's financial security.
In this video you'll learn:
- The importance of documenting all your financial accounts, including hidden assets like crypto holdings and 529 accounts.
- How to create a detailed guide for managing your affairs, from passwords to business operations.
- Tips on selecting trusted individuals to manage your assets and ensure continuity.
- The impact of having a clear and accessible document on your family’s peace of mind and financial stability.
- Don't leave your family in the dark.
-----------------------
Welcome to the "Private Investor Club - 7,500 Investors. Subscribe now to hear what our 7,500+ investors are allocating to and stay on top of trends related to structuring and closing deals.
Our 17-year-old investor club, the Family Office Club, has 25 team members, and 12 million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.
To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.com
To register with us as an investor to access live community events please visit https://InvestorClub.com
We have free web classes and books for you to download at https://lp.FamilyOffices.com/book
https://CapitalRaising.com
To date, our podcast and YouTube content has been downloaded over 5 million times.
I hope you love this podcast!
Have a nice day!
735 επεισόδια
Focus on What Every Ultra-Wealthy Person Does but Nobody Else is Doing [Low Hanging Fruit]
Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights
Manage episode 435229710 series 126535
In this video, Richard C. Wilson discusses what every ultra-wealthy person does that sets them apart. Learn from the expert in family offices!
**Why You Need an "If I Die" Document to Protect Your Assets & Secure Your Family's Future**
In this eye-opening video, we dive into the crucial but often overlooked topic of creating an "If I Die" document. Discover why having a comprehensive plan can be more valuable than a life insurance policy, and learn how it can protect your assets and ensure your family's financial security.
In this video you'll learn:
- The importance of documenting all your financial accounts, including hidden assets like crypto holdings and 529 accounts.
- How to create a detailed guide for managing your affairs, from passwords to business operations.
- Tips on selecting trusted individuals to manage your assets and ensure continuity.
- The impact of having a clear and accessible document on your family’s peace of mind and financial stability.
- Don't leave your family in the dark.
-----------------------
Welcome to the "Private Investor Club - 7,500 Investors. Subscribe now to hear what our 7,500+ investors are allocating to and stay on top of trends related to structuring and closing deals.
Our 17-year-old investor club, the Family Office Club, has 25 team members, and 12 million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.
To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.com
To register with us as an investor to access live community events please visit https://InvestorClub.com
We have free web classes and books for you to download at https://lp.FamilyOffices.com/book
https://CapitalRaising.com
To date, our podcast and YouTube content has been downloaded over 5 million times.
I hope you love this podcast!
Have a nice day!
735 επεισόδια
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