by Justin Maxwell | Jun 14, 2025 | Business Success, Generational
The Dirty Word That’s Draining Your Net WorthFrom Rule Follower to Wealth ArchitectWhat a Virtual Family Office Actually DoesIf You Plan to Sell, You Need One NowWhy DIY Won’t Cut ItFinal Insight When I sat down with Preston Brown on the Problems to Profits podcast,... by Justin Maxwell | Jun 12, 2025 | Business Success, Exit Ready, Generational
The Broken Lens Most Business Owners InheritWhy Income Doesn’t Equal FreedomThe Owner-Investor Mindset: A Different LensWhat Holistic Wealth Actually Looks Like1. Optimize the Business as a True Asset2. Integrate External Wealth Planning3. Design for Generational... by Justin Maxwell | May 28, 2025 | Business Success, Generational
Salesforce acquisition strategy just made headlines again as they bought Informatica for $8 billion. Another monster move in the tech world, right? Something for the suits on Wall Street and the large corporates. Wrong. This deal should snap you awake. Not because... 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...
