Citi Private Bank’s Post

Many talented individuals and families have succeeded in creating great wealth. The fields in which they have done so have been varied hugely. However, the main elements of their success – inspiration, hard work, and taking risks – have tended to be the same. In this video we explore the key wealth preservation principles that have helped them grow and preserve their wealth for generations. https://on.citi/4aDXrLy

Did you know that 70% of family wealth is lost by the second generation and 90% by the third? Learn more about what families can do to avoid the three-generation curse: https://hubs.la/Q02MY69j0 #GenerationalWealth #WealthManagement

What lessons can be learned from families that are successfully regenerating family wealth in these turbulent times? The answer is a three-pronged strategy – Stability, Growth and Agility (SGA) – grounded in a total family wealth perspective. https://lnkd.in/eKYEk-AY

It is nothing wrong with living the YOLO lifestyle. Just don't forget to plan for the unforseen or your families Legacy. Get with a House of Legacy Financial associate today! #houseoflegacyfinancial #Holf #financialliteracy #legacyplanning

What lessons can be learned from families that are successfully regenerating family wealth in these turbulent times? The answer is a three-pronged strategy – Stability, Growth and Agility (SGA) – grounded in a total family wealth perspective. https://lnkd.in/e99uZEaB

What lessons can be learned from families that are successfully regenerating family wealth in these turbulent times? The answer is a three-pronged strategy – Stability, Growth and Agility (SGA) – grounded in a total family wealth perspective. https://lnkd.in/eEiKHDkY

Protecting our family's legacy is more vital than ever. Studies show that 90% of family wealth dissipates by the third generation. Let's rewrite this narrative and secure our Enduring Wealth™ for generations to come. #EnduringLegacy #EnduringWealth #EmpoweredWealth #TrueWealth

It is nothing wrong with living the YOLO lifestyle. Just don't forget to plan for the unforseen or your families Legacy. Get with a House of Legacy Financial associate today! #houseoflegacyfinancial #Holf #financialliteracy #legacyplanning

Read our Founder and CEO, Nicholas Schwarz’s latest article ‘How Exceptional Families Create Successful Strategies: The Four Abundances’ to learn about building lasting legacies and achieving sustained success through balancing the Abundance of Wealth, Relationships, Time, and Purpose. https://lnkd.in/dnhthKWx #familyoffice #familybusiness #abundance #4abundances #wealth #time #relationships #purpose #holisticfinance #businessstrategy 

Shocking Truth About Inheritance That Everyone Must Know! 💰🤯 Discover the surprising impact of multi-generational wealth on your family's future! We delve into how your choices today can shape your children's and grandchildren's lives, ensuring your legacy thrives and they inherit both values and resources. Join the discussion now! #InheritanceTruth #MultiGenerationalWealth #LegacyPlanning #FinancialFreedom #WealthBuilding #FamilyValues #GenerationalWealth #WealthManagement #FutureGenerations #SmartInvesting