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aspects and issues

Clientele

“My riches consist not in the extent of my possessions, but in the fewness of my wants.”

– J. Brotherton

If you or someone you know is experiencing any of these issues, would like more information about our services, or would like to schedule an appointment, please call 510.868.4770 or email

If you wish to share this information with a loved one you can: Share the Wealth!

Founders of Wealth

All family fortunes have a starting point, and for those who initiate the wealth, the benefits are often accompanied by some burdens.

Common concerns of founders of wealth include:

  • Worry about children’s development and ability to handle their inheritance
  • Blurred lines between net-worth and self-worth
  • Fear of losing the fortune that you worked so hard to build
  • Regret over time spent at work rather than with family and friends
  • Feelings of isolation and of being unappreciated for sacrifices made
  • A chronic need to prove yourself

Due to the taboo nature of money, these concerns are not frequently voiced, explored, or supported.  At Wealth Generation Institute, we help you candidly and confidentially discuss your true feelings.  By taking a realistic look at your values and the role money plays in your life, fears are put to rest, negative emotions are alleviated, and the path is cleared for a richer life.

 

510.868.4770

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