Of course it helps to be ultra-affluent with a family heritage rooted in a World dominating company; but leaving a legacy applies to much smaller fish as well.
The greatest dirth on this planet is actually Wealth Management for 92 year old widows! So much money is tied up that if it were released all at once the newly printed paper bills would stack from here to Venus! You know, "Women are from Venus!"
Private Banks, Money Managers, Brokers etc who had a business relationship with the Patriarch while he lived continue to hang on well after he died but they are not executing his will anymore but their own will. Sometimes it's time to let go and give the old girl a chance at the bat! The Patriarch built, sustained and expanded his wealth and was then taken away in the midst of his pursuits. His will is gone but the hanger-ons remain.
What this means is that the Matriarch now has a chance to make her own personal will felt on the World around her. It is her time to leave a legacy that ennobles her heart and carries the family name into Legacy Endowments.
The time has come for the well managed money to come out of retirement and begin to work again to meet the new demands in the World reflected by her new vision. Endowments alone however drain resources or tie up so much of the endowment to try and expend only the interest accrued.
This is where Power-of-Attorney Investing comes in. Fortunately there is a safe mechanism for ensuring that some little old lady is not being taken to the cleaners by someone "Investing" the money for her. This mechanism takes the form of a highly responsible Fiduciary Trustee.
Of course it helps to be ultra-affluent with a family heritage rooted in a World dominating company; but leaving a legacy applies to much smaller fish as well.
The greatest dirth on this planet is actually Wealth Management for 92 year old widows! So much money is tied up that if it were released all at once the newly printed paper bills would stack from here to Venus! You know, "Women are from Venus!"
Private Banks, Money Managers, Brokers etc who had a business relationship with the Patriarch while he lived continue to hang on well after he died but they are not executing his will anymore but their own will. Sometimes it's time to let go and give the old girl a chance at the bat! The Patriarch built, sustained and expanded his wealth and was then taken away in the midst of his pursuits. His will is gone but the hanger-ons remain.
What this means is that the Matriarch now has a chance to make her own personal will felt on the World around her. It is her time to leave a legacy that ennobles her heart and carries the family name into Legacy Endowments.
The time has come for the well managed money to come out of retirement and begin to work again to meet the new demands in the World reflected by her new vision. Endowments alone however drain resources or tie up so much of the endowment to try and expend only the interest accrued.
This is where Power-of-Attorney Investing comes in. Fortunately there is a safe mechanism for ensuring that some little old lady is not being taken to the cleaners by someone "Investing" the money for her. This mechanism takes the form of a highly responsible Fiduciary Trustee.
Direitos autorais:
Attribution Non-Commercial (BY-NC)
Formatos disponíveis
Baixe no formato PDF, TXT ou leia online no Scribd
Of course it helps to be ultra-affluent with a family heritage rooted in a World dominating company; but leaving a legacy applies to much smaller fish as well.
The greatest dirth on this planet is actually Wealth Management for 92 year old widows! So much money is tied up that if it were released all at once the newly printed paper bills would stack from here to Venus! You know, "Women are from Venus!"
Private Banks, Money Managers, Brokers etc who had a business relationship with the Patriarch while he lived continue to hang on well after he died but they are not executing his will anymore but their own will. Sometimes it's time to let go and give the old girl a chance at the bat! The Patriarch built, sustained and expanded his wealth and was then taken away in the midst of his pursuits. His will is gone but the hanger-ons remain.
What this means is that the Matriarch now has a chance to make her own personal will felt on the World around her. It is her time to leave a legacy that ennobles her heart and carries the family name into Legacy Endowments.
The time has come for the well managed money to come out of retirement and begin to work again to meet the new demands in the World reflected by her new vision. Endowments alone however drain resources or tie up so much of the endowment to try and expend only the interest accrued.
This is where Power-of-Attorney Investing comes in. Fortunately there is a safe mechanism for ensuring that some little old lady is not being taken to the cleaners by someone "Investing" the money for her. This mechanism takes the form of a highly responsible Fiduciary Trustee.
Direitos autorais:
Attribution Non-Commercial (BY-NC)
Formatos disponíveis
Baixe no formato PDF, TXT ou leia online no Scribd