Why Total Wealth for executives?

Often executives are good at managing businesses but not themselves and their families. Most of the executives plan for their companies but fail to plan for their families and themselves.

Let’s look at the extreme. Take, for example, a person who has worked all his life in trying conditions to accumulate wealth at the cost of family, health or even marriage. Are these uncommon scenarios? Not at all.

There are numerous examples where highly educated and talented executives “destroy” their Total Wealth and as a result destroy Financial Wealth.

As one of the most successful financial planners confided “My high net worth clients do not need pure financial planning really, because they have enough to retire on for this generation and, in some cases, for the next as well. What they really need is what you call Total Wealth Planning. I have to be more than a financial planner to satisfy these clients.”