A common misunderstanding among advisors is that asset structuring is exclusively for the ultra-wealthy. This is a misconception. Asset structuring is crucial for anyone with substantial assets and the desire for strategic wealth management. It's a skill set that every financial advisor should and must master. Learn more here 👉🏼 https://bit.ly/3SpWJM1 | Dr. Sanjay Tolani - Financial Advisor & Coach
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For over three decades, I’ve crafted what I call the Real Wealth Matrix, a hierarchy of ownership for structuring everything in your life. As both a lawyer and serial entrepreneur, I’ve used it to build and scale my own companies and helped countless business owners do the same. This structure lets you leverage joint venture entities for partnerships without locking you in for tax purposes. If you want to learn more about it, drop the word “Matrix”, and I’ll send it your way! #EdwardVerified #We
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