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/
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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.