Money tight? A thread on how families can protect their wealth during tough economic times 1/22🧵

Knowledge is power - and it's free. Read up. Learn. But stick to trusted sources. Bad money advice is worse than no advice. 21/22🧵

Tough times don't last, but tough money habits do. Build your safety net, stay cool when markets heat up, and keep learning. You've got this. 22/22🧵

Wealthy individuals should lock in full asset protection before marriage. That means irrevocable trusts, well-planned structures, and prenuptial agreements...not half-measures that still leave gaps. Protection only works if it’s complete.

Continuously evolve your investment approach and mental discipline...clinging to outdated strategies is how you get left behind. Adapt, refine, and keep your edge sharp.

Want to know how the super wealthy build and keep their fortunes? Here's a secret: They don't do it alone. Let me break down how they build the perfect team of advisors. 1/24🧵

Investment Advisors handle your money. But here's what most miss: They focus on pre-tax returns when you should care about what you keep after taxes. 11/24🧵

Smart wealth management isn't about knowing everything - it's about knowing who to ask. Build your team before you need them, not after. 23/24🧵

The path to wealth isn't a solo journey. The sooner you build your professional dream team, the better your chances of reaching - and keeping - true financial success. 24/24🧵

Build wealth for the shade someone else will enjoy.

Securing wealth for your heirs takes more than leaving an inheritance. Set up trusts with clear rules on how family members can access funds, and make financial education a priority. This helps preserve your wealth and its impact for generations.

Think of FLPs and LLCs as siblings - they share many traits but each has unique strengths. Both give you control of your assets while protecting them from creditors. The best part? You keep decision-making power. 2/22🧵

Best practices: Use multiple entities, separate dangerous from safe assets, and pick protective states. Always set them up before problems arise. 21/22🧵

FLPs and LLCs aren't just for the super-rich. If you have assets worth protecting, these tools should be part of your financial strategy. Talk to an expert about your situation. 22/22🧵

Fantastic week at SALT in Wyoming this week - check out Jake Claver, QFOP 's panel discussion moderated by Emily Parker with Curtis Schlaufman & Pascal St. Jean

Sharing a few photos from SALT this past week...Such an incredible event. It was great connecting with so many of you there.

Teaching your kids about money isn’t spoiling them, it’s preparing them What’s actually reckless? Leaving them in the dark until you’re no longer around Wealth without wisdom gets wasted, so talk early & often. Make sure they’re ready...not just wealthy.

A living trust keeps things organized & an LLC puts up a wall. Estate planning is about what happens later & asset protection is about what could happen right now. Know which tool does what & use both if you’re serious

Good to revisit this quote often

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