RESOURCES

Our institutional partners allow us to leverage the best resources, infrastructure, and intellectual capital.

62% of clients fail to plan because they are under the assumption that estate planning is only for the wealthy.
A 21 yr-old who maxes their annual IRA contribution of $5,500 compounded at 8% will have over $3M dollars by age 70
25% of Americans believe they won’t have enough money to retire comfortably.
70% of people with $1 Million in assets don’t consider themselves wealthy.
Wealth controlled by women was approximately $9 trillion in 2009 and is projected to be around $11.7 trillion by 2014.
25% of workers age 45-54 planned to retire by age 65, versus 39% 10 years ago.
The majority of GDP is generated by family-owned businesses, yet only 30% survive to the 2nd generation, and only 12% to the 3rd generation.
56% of U.S. adults lack a budget
Nearly 2/3 (65%) of mega-millionares say their money was self-made, according to the 2013 Wealth-X and UBS World Ultra Wealth Report.
Global Wealth is at an all-time high. 199,235 Ultra High Net Worth Individuals with total net worth of $28 Trillion & 2,000 Billionaires worth $6.5 Trillion
One decade ago, China had no billionaires. Last year it had 64, this year it has 315.
The power of compounding is extraordinary. Start with a dollar. Double it every day. In 48 days you’ll own every financial asset that exists on the planet. Roughly $200 Trillion

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