Multi-Generational Wealth
Will Olinger
Multi-Generational Wealth by Will Olinger provides readers with a comprehensive strategy for securing and enhancing their family's financial future across generations. Olinger, drawing on his extensive experience in wealth management, outlines ten fundamental keys that are essential for any family seeking to build and preserve their wealth over multiple generations. These keys range from embracing fiduciary responsibility and assembling a robust financial team, to incorporating philanthropy into your financial plan.
The foreword of the book is a testament from a longstanding client of Koss Olinger, highlighting the personal and professional support they received, which not only helped in growing their financial assets but also in making pivotal life decisions. This personal account sets the stage for the book’s central premise—that managing wealth is not merely about numbers but about nurturing lasting relationships that span generations.
Key highlights of Multigenerational Wealth include:
Fiduciary Responsibility: Legally obligating advisors to act in the best interests of their clients, adopting the client’s goals as their own.
Building a Lasting Team: It is critical to assemble a financial advisory team that grows with and understands the family's nuanced needs.
Financial Strategy Execution: Emphasizes separating financial planning from asset management to ensure objectivity and clarity, ensuring strategies are tailored to the family's specific aspirations.
Key Philosophical Pillars: Olinger's thoughtful integration of historical wisdom and contemporary strategies in wealth management aims to equip families with the knowledge and tools for enduring success.
Olinger's book serves as a guide for financial planning and a blueprint for establishing a legacy of wisdom, prosperity, and shared values that will benefit future generations.
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