Brilliant overview Dave, love it!

For me, after having worked in Tier 1 Wealth Management and met with many UHNWI clients, the question about "how did you become wealthy" moved to the backseat after a few years and I loved to learn "how can I help you make your wealth last" instead. Making money is easier than remaining wealthy or even building what we call "generational wealth". Thanks for sharing your insights here, appreciate it.