Multiple Engines Make You Faster

The wealthy didn't become that way by accident.

They use proven methods passed down over generations to generate consistent income, grow their capital, and maintain lasting prosperity.

When I got to Wall St and began working with ultra-high net worth families. I saw so many different investment strategies, company structures and wealth preservation tactics that my head began to spin.

The point of WealthSystems.ai is to schematically break these down, detail how they all work together, and work together as a community to help everyone build their own Wealth System.

It’s the “how they work together” part that makes it a wealth system.

Now, back to what I learned and how I applied it.

A lot of the estate and tax stuff was interesting, but what really caught my eye were the portfolios. How were they constructed? Which positions have they held the longest, are they trading or holding long-term… so many dimensions that drive capital appreciation & income, too.

Without calling them and asking them …