Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do

What if building serious wealth isn’t about chasing returns or picking the next hot stock… but about coordination? Rob walks through the exact framework affluent families use to build, protect, and sustain wealth across generations. The surprising part? You don’t need $25 million to apply it. If you’ve ever wondered what separates high-net-worth families from everyone else, this episode connects the dots.

Here’s what we discuss in this episode:

🧾 Tax Coordination: Year-round strategy, proactive communication

🏛 Legacy Design: Succession planning, digital assets, generational alignment

🛡 Risk Protection: Insurance strategy, business safeguards, cybersecurity

🎁 Structured Giving: Strategic philanthropy, tax-aware generosity

❤️ Lifestyle Alignment: Health planning, quality of life focus

Our website: https://www.axiowm.com/
Phone: 801-717-9237
Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do

Get your copy of Rob’s books: https://www.axiowm.com/book
Let us speak at your next event: https://www.axiowm.com/speaking

Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q

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