The Wealth Foundation is the three-book starter collection for building and protecting family wealth the quiet way. It takes you from mindset, to a legacy plan, to a written set of family money rules.
What’s inside:
The Psychology of Quiet Wealth teaches the habits and unspoken rules behind lasting family wealth.
The Legacy Blueprint is a step-by-step plan for passing wealth on well.
The Family Money Charter is a fill-in workbook for your family’s own rules, roles and values around money.