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The Billionaire’s Family Office

  • Learn how billionaires manage their wealth and how entrepreneurs making >$1MM a year in revenue can leverage the same infrastructure to build their own Entrepreneur’s Virtual Family Office.

How to Protect Your Wealth

  • Gain a comprehensive understanding of Asset Protection strategies that will help you optimize your entity design, assess the effectiveness of your liability insurance, determine the value of asset protection trusts, and implement a spectrum of risk management techniques.
  • Understand how to be sure that your money, things, and values are transferred to whom you want, when you want, and without the IRS getting a cut.
  • Quantify the value of your time so you can effectively leverage time and energy shields to continue to grow your business and wealth.

From Incremental to Exponential Growth

  • Understand if you are working with a tax historian or a tax planner and learn strategies entrepreneurs are using every day to legally reduce their tax bill.
  • Gain insight into how billionaires invest their wealth, how that compares to your current investments, and how to get access to the same type of investments so you can close the gap.
  • Become a better business operator by learning the tools entrepreneurs use to measure what matters and amplify their profit.

Best Practices to Manage Wealth

  • Learn how to appropriately vet your wealth team and build your own Virtual Family Office.
  • Identify the linchpin partners that will help you 10x your business and wealth.
  • How billionaires have unlocked the value of their businesses through a sale or by turning it into mailbox money.

 

Alone Go Fast, Together Go Far.

  • Learn about the value of Masterminds and surrounding yourself with a community.
  • Forums where you can study the footprints of the entrepreneurs ahead of you.
  • Get in the hot seat to solve your most pressing business issues.

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www.dewwealth.com

Not all services will be necessary or appropriate for all clients, and the potential value and benefit of the adviser’s services discussed herein will vary based upon a variety of factors, such as the client’s investment and financial circumstances, tax bracket, business revenue and income, and the quality and competency of the client’s outside professionals and their level of coordination and cooperation with the adviser. Dew Wealth Management, LLC (“Dew Wealth”) is not a law firm, accounting firm, insurance agency, or bank or depository institution. Services in these fields should be sought from the qualified professional(s) and/or firms of the client’s choosing.

Neither the firm’s experience nor knowledge regarding this strategy should be construed as guarantees of a particular outcome. Clients are free to accept or reject any recommendations provided by the firm and may choose to implement accepted recommendations with the professional(s) of the client’s choosing. The effectiveness and potential success of Dew Wealth’s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, the tax mitigation strategy(ies) already in use by the client, taxable income levels, and prevailing market conditions. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.