🔑 Key Takeaways-

✅ Adopt a Family Office Mindset: Regardless of your net worth, you must treat your personal finances and legacy with the structure of a family office: setting core values, having a mission statement, and actively directing your own investments.

✅ Build a Professional Wealth Team: Your team should include a diverse set of experts beyond just a financial advisor, such as CPAs, tax attorneys, estate planning attorneys, and specialized counsel (like syndication attorneys if you invest in real estate).

✅ Legacy Planning is Core: This mindset necessitates legacy planning that includes establishing wills, trusts, and communication strategies to ensure your wealth is managed and transferred according to your values and that your children are prepared.

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