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Concierge Family CFO for Founders

Entrepreneur, Founders & Business Owners this is a “Just Do It” topic that doesn’t require fancy trusts and legal structures to get started. It starts with investing the time to thoughtfully consider, intentional capture, and meaningfully take action in transferring the values and principles you hold dear. A great couple of books to get you started are “Riveted” and “Entrusted” by @Andrew Howell

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Tax Arbitrage is the 8th Wonder of the World

Legacy… it’s about more than money 📢 The man that left the largest legacy, impacted the most people, changed thousands of family trees Did it with basically no money My grandpa was a servant leader He understood people and how to bring communities together For decades he served the people of Bolivia, planting churches and building youth centers It was his mission and there was nothing going to stop him He fought through multiple recurrences of cancer and continued to serve His dedication resulted in families naming their children after him Talk about a legacy What legacy do you want to leave? When was the last time you had in depth conversation with your clients about their legacy? I’m not taking about money, but their mission… Do they have one? Are you helping them advance toward it? Yes, financial planning is about dollars and cents But it should be about helping clients drive those dollars and cents to fulfill their mission and build the legacy they want If my grandpa could accomplish everything he did on this earth with basically no money Imagine the possibilities for those that have resources

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