THE SECRET LEGACY TOOL THE RICH USE TO TRANSFER THEIR WEALTH
It Isn’t “Buy Term and Invest the rest” or Whole Life
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WHAT YOU’LL DISCOVER INSIDE:
The Secret of Smart Estate Planning for Future Generations.
The Quickest, Easiest Way to Adopt the Legacy Strategies of the Ultra-Wealthy.
Why The Rich Get Richer: Uncover the choices that set the wealthy apart.
Money Habits of the Wealthy: Learn how the people successful in growing their wealth view and manage their money differently.
1 Weird Tip to Enhance Your Estate Planning? It Might Surprise You.
Market Participation with No Downside: Explore a legacy strategy that allows you to gain from market highs without losing from any lows.
Cashing Out with Benefits: How you could potentially switch your current plan without losing value, freeing up cash for other purposes.
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IF ANY OF THESE THOUGHTS ARE RUNNING THROUGH YOUR MIND AS A FINANCIALLY SAVVY PARENT LOOKING TO LEAVE A LEGACY, THIS BOOK IS FOR YOU
Is my current plan enough to cover my family’s future needs?
What financial legacy will I leave behind for my kids?
What’s the best way to pass on my wealth without heavy tax burdens?
What are the common pitfalls in legacy planning that I should avoid?
What strategies do the wealthy use for estate planning that I should know about?
How can I be more strategic about my family’s financial future?
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ABOUT REGAL WEALTH PARTNERS
With over 59 years of combined experience, Regal Wealth Partners has served more than 497 clients on their financial journey.
Our advisors manage a collective portfolio of over $102 million, predominantly serving Accredited Investors as defined by MAS which requires an individual to meet at least one of the following criteria:
- An income exceeding $300,000 in the past 12 months
- Financial assets surpassing $1 million
- Personal assets worth more than $2 million
We specialise in advising mass affluent and HNW clients, providing tailored strategies and solutions that bypass common mass market pitfalls. We adopt a holistic planning approach to build assets, minimise liabilities and risks, and ride through market volatility to outperform the broad market.
We protect clients from product pushing and short-term distractions, focusing on key objectives and needs. Our strength lies in understanding our clients deeply, addressing unspoken objectives, and ensuring a meaningful impact on their portfolios.
At Regal Wealth Partners, we guide clients towards prudently achieving their ultimate financial goals.
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