THE SURPRISE OF WEALTH MANAGEMENT

With the accumulation of wealth comes an intrinsic attraction to the investment world. This is the
next logical step. But with the vastness of the investment arena, how does one invest
responsibly? It is no secret that in order to maximize returns, we must also actively minimize
risk. The careful balancing of these two targets tests our character and tolerance far beyond the
numbers.
To develop as an investor is to think critically and honestly about your wealth. It is to take an
analytical step back prioritizing the goals for your family and then systematically working to
achieve them. This process calls for perseverance and endurance as you will be met with
surprises along the way. This book is designed to equip you with the experience to identify the
myriad of surprises that derail even the best investors. A growth mindset is foundational, but an
inquisitive and diligent posture will be transformative. As you commit to growing as an investor,
your portfolio will follow suit.