"Today's successful dentalpreneurs do not run their companies just to generate more business for themselves. Most want to maximize their personal wealth so they can build an amazing life of significance.
Accomplishing even one of those goals can be challenging for driven dentalpreneurs, who have complex situations and many “moving parts” to their businesses and financial lives. Investment management solutions alone—even cutting-edge methods—simply can’t provide the tools necessary to capture the opportunities and mitigate the risks that entrepreneurs face.
That’s a fact well recognized by some of the most successful business owners today—the self- made Super Rich, with a net worth of $500 million or more. The Super Rich deliberately and consistently make a point to seek out advanced solutions that go far beyond mere investment management, into areas such as tax mitigation, asset protection, business succession planning, and charitable giving.
Based on research and extensive knowledge of the Super Rich, I have identified the Top 10 Wealth Planning Secrets that will help your followers (in partnership with their wealth management teams) pursue their most important professional and personal goals."