You’ve been diligent about managing your portfolio – you’re an active investor who follows financial markets, and regularly reads financial or business news. However, true net worth is about more than your portfolio, it’s about those physical assets, often deeply treasured assets you have either purchased or inherited. If you are not aware of their value, you may be leaving significant portion of your wealth buried in a basement, garage or closet.
This can be the muscle car you restored as a passion project or the cocktail ring your grandmother wore to dinner parties. They conjure up fond memories every time you look at them, but what you may not realize is that they can also play an important role in your family’s continued prosperity. The good news is that you do not necessarily part with these items to reap benefits of ownership. You can instead learn to manage and even grow their value.
There is currently $504 trillion in unmanaged assets out there, and our mission is to empower families like yours to not only protect these assets, but utilize them.
Protecting Your Most Valuable Physical Asset – Family
Ask almost anyone why they feel accumulating wealth is important and they will tell you that ultimately it’s all about providing for their family. The question then becomes, what does “providing” mean for you? Does it mean your children graduate from college without debt, or do you envision something more far-reaching? The truth is that for most, wealth does not extend beyond the first generation. However, when you understand the value of, and your ability to leverage, your physical assets, you will be able to start building real security, not only for your children, but for their families as well.