Understanding the Financial Advisor's Role in Wealth Creation

 

• Evaluate the Need: Discover if a financial advisor is essential for your wealth-building journey and understand their potential ROI.

• Personal Experience Insights: Gain valuable insights from our experts' experiences within the financial services industry.

• Entrepreneurial Mindset: Explore how advisors allocate capital and whether they align with your entrepreneurial aspirations.

• Balancing Portfolios: Learn to merge publicly traded and private investments for a diversified approach.

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Embrace the 3D Philosophy of Investing

 

• Learn the 3D Model: Dive into the three crucial components of wealth management and learn how they interact synergistically.

• Craft Your Wealth Creation Philosophy: Develop a personalized approach centered around wealth creation, preservation, and liquidity.

 

Mastering Risk and Preserving Wealth

 

• Rethinking Risk: Understand that risk is more than just volatility; it encompasses loss potential and illiquidity.

• Dual-Use Liquidity Portfolio: Explore innovative strategies for liquidity management, including its role in borrowing.

• Wealth Preservation Ideas: Discover tactics to safeguard your assets and navigate changing market conditions.

• The Illiquidity Premium: Uncover the advantages of embracing illiquidity for potential higher returns.

 

 

Navigating Entity Structures for Optimal Investment

 

• Making the Right Choice: Delve into entity structure decisions and their impact on tax considerations.

• Tax Insights: Explore key aspects like Sect 1202 QSBS, Sec 1031 exchanges, C-corps, and more.

• Individual or Entity Investing: Assess the pros and cons of investing personally or through business entities.

 

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Jump Start Your Wealth Creation Engine

 

• Turbo Strategies: Learn dynamic methods to accelerate wealth creation, evaluating early and late entry into opportunities.

• Partnership Dynamics: Understand roles such as GP/LP, tenant-in-common, advisors, and more in investment scenarios.

• Protecting Personal Assets: Gain strategies to safeguard personal assets and avoid potential risks.

• Master Financial Statements: Create your personal financial statement.

• Learn how to decode critical OA/LPA elements.

 

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Diligence and Decision-Making Mastery

 

• Independent Due Diligence: Choose between expert guidance and independent research for making informed investment decisions.

• Group Diligence: Collaborate and enhance your understanding through collective diligence.

• Mitigating Conflicts: Identify and manage conflicts of interest for a secure investment journey.

• Balancing Safety and Risk: Grasp the distinction between return on investment and return of investment.

 

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Special Session for RIAs and Financial Advisors

 

• Attracting High Net Worth Clients: Learn strategies to appeal to and retain high net worth individuals using private investments.

• Compliance and Ethics: Navigate private investing legality and compliance within your advisory role.

• Documenting Diligence: Develop robust documentation practices to ensure transparent and ethical advisory services.

• Fee Structures and Disclosure: Explore fee possibilities, transparency, and conflict disclosure within the advisory process.

 

​And more!