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Generational Wealth: Middle of the Journey

For those who have built a foundation

Leave a Legacy for Your Great Grandchildren

Multiply, Don't Just Maintain

Templates Included:

Estate Planning Checklist

Tax Optimization Worksheet

Investment Portfolio Planner

Tax Strategy Planner

BUSINESS EXIT PLANNER

CAPITAL GAINS TAX HARVESTING TRACKER

ROTH CONVERSION STRATEGY PLANNER

WEALTH TRANSFER FLOWCHART

LEGACY LETTER WORKBOOK

STRATEGIC GIVING PLAN

THE FAMILY CONSTITUTION

THE 100-YEAR LEGACY WORKBOOK

Personal "Wealth Stack" Mapping Template

"Beyond the Basics" Investment Risk Profiler

Deal Analyzer for Multi-Unit Investments

Real Estate Operations SOP Template

Business Value Tracker & Succession Checklist

Holding Company Setup Guide

Family Payroll Plan Template

"Probate-Proof My Estate" Checklist

Family Office Setup Starter Kit

Financial Curriculum for the Next Generation

THE STEWARDSHIP TEACHING TRACKER

WEALTH INFRASTRUCTURE AUDIT

WEALTH STRUCTURE MAPPING TEMPLATE

INHERITOR READINESS SCORECARD

LEGACY SUCCESSION PLANNER

GENERATIONAL MENTORSHIP FRAMEWORK

What you get:
In-depth comprehensive content
100-Year Legacy Workbook
28 downloadable Tools, Checklists, & Templates
Estate Planning Checklist
Personal Wealth Stack Template

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Chapters:

Chapter 0: Introduction The Middle Journey Is Different

Chapter 1: Wealth Stacking. Multiply, Don’t Just Maintain

Chapter 2: Tax Strategy for Wealth Builders

Chapter 3: Advanced Investing — Beyond Index Funds

Chapter 4: Real Estate Scaling — From 1 Door to 10+

Chapter 5: 1031 Exchanges & Real Estate Tax Shields

Chapter 6: Property Management Systems

Chapter 7: Business as Wealth Engine

Chapter 8: Holding Companies & Family LLCs

Chapter 10: Trusts, Foundations & Legacy Accounts

Chapter 11: Avoiding Probate at Scale

Chapter 12: The Family Office Model

Chapter 13: Raising Wealth-Builders, Not Inheritors

Chapter 14: Family Governance & Legacy Planning

Chapter 15: 100-Year Vision — Designing a Legacy That Lives Without You

Final Chapter: Conclusion