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Private Banking Concepts Blog
Tim and I have been on an amazing journey these last three years, and I’d love just to share a tiny bit about this journey, and it has to do with wealth management. For years, I have been on the financial or on the financial hamster wheel.
I just want to ask you a quick question. Have you thought about the volatility of our world? Where we’re heading financially? Where we’re heading globally?
See, there’s a huge difference between tax avoidance and tax evasion. Tax avoidance is good and smart business, tax evasion is illegal.
But I’ll go back to the trusts and foundations, ’cause I really wanna get across something not about trust and foundations, but how the rich are using money in a way that you can’t comprehend because you look at everything that they’re doing through your own set of eyes and your own experience.
So what I began to learn is that the elite wealthy actually played on a different playing field, that they actually had a different set of rules that they played by, financial rules that they played by.
Hi, this is Marcy with Private Banking Concepts. I have a question for you today,
what if I could change your thinking or your philosophy about banking?
About saving for your future? About something that could be compounding for life, never interrupted.
Would you like to hear that philosophy?