On the path to success, a natural occurrence is the growth of a persons wealth. While common sense tells us that growing wealth should make life easier, that is rarely the case. Instead, many feel as though there are limitless choices to be made regarding their newfound wealth, but do not have the proper sense of direction to confidently make them.
- Surveys of the ultra-wealthy indicate that most do not feel financially secure
- 80% of trust beneficiaries view their trust as a burden, not a blessing
When Anything is Possible is the guidebook for the wealthy about how to engage strategically with their wealth. It will help you change your wealth from something overwhelming and all-consuming towards a resource to be deployed to help you positively impact the things that you value most.
In this book you will learn to: Understand your Wealth Structure, Articulate your Wealth Identity, and develop a comprehensive Wealth Strategy regarding key dimensions of consumption, investment, philanthropy and legacy.
"If you think there is nothing left to do on the wealth management front in your situation, read this book and prepare to be surprised."- Coventry Edwards-Pitt, CFA, CFP(R), author of Raised Healthy, Wealthy & Wise and Chief Wealth Advisory Officer, Ballentine Partners, LLC
"Wealthy families who want their grandchildren to be happy and productive citizens should keep this book close to hand."- Gregory Curtis, Founder, Greycourt & Co., Inc. and author of Family Capital
"David Wells is advising us in his superb book "When Anything is Possible", why and how to develop a wealth strategy for all five of ours and our families capitals: spiritual, social, intellectual, human and financial. He succeeds profoundly in teaching us how to understand each capital and its evolution toward its dynamic preservation and then to ours and our families happiness as a result."- James (Jay) E. Hughes, Jr. - Author of "Family Wealth: Keeping it in the Family" and "Family: The Compact Among Generations" and co-author of "The Cycle of the Gift", "The Voice of the Rising Generation", "Complete Family Wealth" and "Family Trusts".
Author: Mr. David C Wells Jr Language: EnglishBinding: PaperbackPages: 284Publisher: Family Capital Strategy, LLCPublication Date: 2021-01-08