As someone who has been in the financial industry for 20+ years and has invested and allocated millions of dollars, I wanted to squeeze every drop out of every dollar.
I was searching for the all the 'professionals' that could look at my stuff, see my specific opportunity paths and help me put it in action - but time and time again, I was left disappointed.
The accountant would help me pay nominal less taxes.
The Lawyer would set me up in 3-tier corporate structure to protect my assets.
The financial advisor who make suggested of suitable stocks to invest in.
Everything felt framented, disconnected and massively sub-optimal.
And I just wanted one person (or firm) to make it all make sense and guide me
to my aligned version of prosperity.
I had the grit.
The amibition
The accumulation resources.
I just didn't have access to premium-level advisory that I desired.
That's when I realized this body of work is the missing middle, the bridge between fragmented mainstream advice and luxury-level advisory.
This is the art of wealth architecture.
™