The Naked Opus: Growing Your Family Wealth for the Long Term

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You spend a lifetime accumulating assets and building wealth, not only to make a good life for yourself, but also to create a legacy for your family. So why is the estate planning process so often inadequate to the task? Why does the focus on technical aspects, such as tax planning and trusts, feel unsatisfying, even hollow and frustrating, to clients and advisors alike?

The Naked Opus reveals a novel approach to estate planning—a more fulfilling, holistic, and purposeful way to pass your wealth on to your heirs, and to ensure it endures for generations to come.

Transforms estate planning from a technical moment designed simply to transition assets, into a creative process that fosters stewardship and continues to generate wealth for future generations.

Naked Opus 3D PNG
Back cover of book

Six Things About Millennials That Could Damage Your Estate Plan

Millennials and Intergenerational Wealth Transfer Family members who became adults around the turn of the century in 2000 are Millennials. Today, these people are fast approaching their fortieth birthdays and their parents, typically, are entering their late-60s and early-70s. Millennials are the “next” generation when it comes to intergenerational wealth planning. They are also the […]
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Grow Family Wealth: 5 Things Advisors Can Do to Succeed

  The intergenerational wealth of a family is at risk unless an advisor understands the causes of the “shirtsleeves to shirtsleeves” experience that destroys wealth by the third generation. We will explore all of these various causes in a series of separate blogs but, for now, here are five top things that advisors can do […]
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Five Steps to Grow Family Wealth for the Long Term: Part 1

Long term family wealth preservation has never been more important. Low interest rates, slow wage growth, economic dislocation and disruptive innovation are making capital preservation more vital than ever. Avoiding wealth entropy is a critical imperative for the high net worth client and their advisors. Using a purposeful and long-term approach to sustaining and growing […]
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