infographics : Growing Multi-Generational Wealth Through the Perpetual Wealth Strategy

Growing Multi-Generational Wealth Through the Perpetual Wealth Strategy

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Growing Multi-Generational Wealth Through the Perpetual Wealth Strategy

Snapshot

why?Learn how to develop family financial practices that support the Perpetual Wealth Strategy.
how?Through several steps and considerations that ensure your family learns and implements the financial tools necessary to protect and grow their wealth, and leave a legacy for future generations.
what?Infographic illustrating the steps you can take to ensure you establish a lasting legacy that includes multi-generational wealth for your family

Details

There are two major destroyers of wealth: 1. unnecessary tax burdens, and 2. future generations without the adequate financial IQ to continue growing family wealth. The Perpetual Wealth Strategy is designed to help you avoid both in your financial plan. By implementing family finance practices now that incorporate tax considerations and involve your children in financial planning and decisions, you have the ability to establish a lasting legacy that includes multi-generational wealth for your family.