by Justin Maxwell | May 20, 2025 | Generational, Protection
Most families give. Few Have a Generational Giving Strategy. There’s a subtle but powerful distinction between generosity and legacy. One is emotional. The other is architectural. One gives once. The other gives forever. This truth hit home for me during a powerful... by Justin Maxwell | May 16, 2025 | Generational, General Financial, Tax
The Hidden Cost of “IRS-Approved” (like Cash Balance Plans)Tax Strategies for Business Owners I’m going to upset some people with this article—and that’s fine by me. Because if you’re a business owner making $300K, $700K, or $1M+ per year, you deserve the truth about... by Justin Maxwell | May 15, 2025 | Business Success, Generational
What Fractional Family Offices Do Well (At First)What Billionaire Family Offices Know That Most Firms MissWhen You Exclude the Business, You Lose the Biggest AdvantageA Better Model: Owner-Investor Family Office StrategyYou’re Closer to a Family Office Than You... by Justin Maxwell | Apr 16, 2025 | Business Success, Generational
The Quiet Lie of SuccessWhat’s the Owner-Investor Mindset?The Five Keys to Thinking Like an Owner-Investor1. Cast a Vision That’s Bigger Than Money2. Ruthlessly Align Your Priorities3. Define What “Good” Looks Like4. Operate with 90% Confidence5. Show Your Team What’s... by Justin Maxwell | Apr 3, 2025 | Exit Ready, Business Success, Generational
You built a successful business. But when you try to increase business valuation, the numbers don’t add up—and your wealth gap becomes painfully obvious. Most business owners are stuck in a dangerous loop.They’re great at making money…But terrible at turning that... by Justin Maxwell | Mar 26, 2025 | Business Success, Generational
Why Wealth Follows IdentityBelief Drives BehaviorCreating Identity on PurposeI AM:I DESERVE:Your Identity Is the MultiplierHow to Shift Into a Wealth-Aligned Identity✅ 1. Write your “I AM” statements✅ 2. Define what you truly deserve✅ 3. Align your actionsFinal...
