Introduction

Question: What’s the best way to make a small fortune?

Answer: Start with a big one.

This book focuses on what an individual like you and families like yours can do to protect and grow your wealth, share it with others, and build lasting personal and family legacies based on it. The lessons learned and shared here come from my many years as a wealth industry professional combined with the experience of representing my family as long-time clients of the industry. There is value in having sat on both sides of the table, and I want to share that value with you.

Whether you are building your wealth over time or acquired it suddenly, whether you have a few hundred thousand in assets or a few hundred million, whether your family situation ...

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