LEGACY
You won; now it’s yours to lose.
Mortality is still hovering right around 100%, so now that you have won, it’s yours to lose. The negative math of losing what you built now outweighs the benefit of future gains. You may have accepted the definition of success from Wall Street all these years but are now driven to personalize your definition of success — and the Wall Street Kool-Aid only offers a scalable solution for them, not you. It may be time to leverage your family’s financial capital to enhance the other forms of capital your family has — specifically your family’s social capital, intellectual capital, and human capital.
We do this by building a team of people, to design a strategy, around your execution, and reporting your results and progress toward your goal. You require thinking and ideas based on expertise and experience.
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