Shanan Essick is an Ivy League-trained JD/MBA and founder of PEARLFECTIONIST(A), where she helps high-performing professionals build generational wealth using strategies once reserved for the ultra-rich. With experience at elite law firms, investment offices, and tech-finance firms, Shanan breaks down how integrated systems of tax strategy, legal protection, and intentional investing can unlock lasting financial freedom.

Website & Social Media Links:

Website: https://app.royallegalsolutions.com/

LinkedIn: https://www.linkedin.com/company/royal-legal-solutions/

Instagram: https://www.instagram.com/royal.legal.solutions/

X: x.com/royal_legal_law

YouTube: https://www.youtube.com/c/RoyalLegalSolutions

Chapters:

00:00 Introduction to Unconventional Strategies

03:13 Background and Journey to Royal Legal Solutions

05:53 Understanding Wealth Infrastructure

08:51 Lessons from Big Law and Restructuring

12:06 The Risks of Borrowing Against Equity

14:52 Investment Strategies and Margin Use

17:55 Building Business Buffers and Resilience

21:03 Tax Structures and Business Growth

24:02 Education and Access to Financial Knowledge

27:13 Navigating Life's Challenges

29:06 Building Relationships and Systems for Success

31:18 The Importance of Accountability in Wealth

33:12 Sustaining Generational Wealth

35:03 Understanding Currency and Economic Relationships

38:42 Optimizing Business for Long-Term Success

40:31 Balancing Short-Term Gains with Long-Term Goals

43:36 The Value of Minimalism and Freedom

46:44 Finding Balance in Materialism and Relationships

49:10 Strategizing for Sustainable Home Ownership

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🔹Artwork By:⁠ https://shermanparnell.art/⁠

🔹 Learn How Josh Could Help You: ⁠https://369financial.com ⁠

🔹 Book a strategy session: ⁠https://369financial.com/consultation/⁠

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**Disclaimer:**

369 Financial is a registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment advice or a recommendation. All opinions expressed are solely those of the presenter and do not reflect the views of any affiliated institutions. Past performance is not indicative of future results. Please consult a qualified financial professional before making any investment decisions. As a fiduciary, I’m required to act in the best interest of my clients — a standard that does not apply to all financial content creators.