While most people focus on earning more, wealthy families master the art of keeping more - safeguarding assets, minimizing taxes, educating heirs, and building a lasting purpose around their prosperity. Drawing on years of experience advising high-net-worth families, David Harris distills complex financial and estate planning concepts into seven clear, actionable strategies anyone can apply.
Through real-world examples and practical tools, readers will learn how to:
- Build a rock-solid protection foundation that shields assets from lawsuits, illness, and market downturns.
- Create tax-free growth using advanced strategies like IULs, Roth conversions, and HSAs.
- Harness strategic leverage (Other People's Money) to accelerate wealth while minimizing risk.
- Design an estate plan that preserves wealth, reduces taxes, and ensures a smooth generational transfer.
- Build multiple streams of income that provide stability and independence.
- Equip heirs with financial education to sustain family wealth.
- Infuse wealth with purpose and philanthropy to create meaning beyond money.
Whether you're building your first million or safeguarding your family's legacy, this book provides a proven blueprint for financial freedom that lasts for generations.
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