W40/2025: The Great Wealth Transfer II

WealthWise 2025 – Week 40

🌍 The Great Wealth Transfer II: Stewardship, Systems, and Sustainable Legacy

We’ve reached the closing chapter of our 2025 WealthWise journey, and this week’s focus might be the most consequential yet.

The Great Wealth Transfer underway will reshape the global economy.

Over $84 trillion will shift hands in the U.S. alone by 2045 — and yet, up to 90% of family wealth disappears within three generations.

The reason isn’t market volatility. It’s mindset volatility. Silence. Assumptions. Lack of shared purpose.

This week, we tackle how to transform inheritance into enduring impact, by designing systems that align people, principles, and purpose.

💡 Key Themes from the Session:
1️⃣ Define the purpose of your wealth — freedom, service, regeneration?
2️⃣ Build a Wealth Operating System with intention (Resilience, Regeneration, Community, Learning, Joy).
3️⃣ Empower the next stewards — give heirs responsibility before resources.
4️⃣ Measure maturity across People, Client Value, Metrics, and Technology.
5️⃣ Drive massive value to customers, clients, and communities through alignment and legacy.

🎧 Watch Now:

🎥 YouTube ➡️ https://lnkd.in/e6uDwAe6

💭 Questions to Reflect On:
Where in your business are you confusing activity with impact?
What could you eliminate this week to create clarity and momentum?
How might simplicity help your team move from burnout to brilliance?

Engage in the LinkedIn Discussion here: https://www.linkedin.com/posts/rhondafarrell_wealthwise2025-leadership-legacy-activity-7380734482472988672-ePcH?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAOzRUBlE8qplMdKh6cjCOSuRI_QFEN3qE

Got problems, challenges, or growth opportunities? Let's tackle them together! I guarantee you a 10-25x rate of return on your investment!

Schedule a Quantum Leap session today! https://app.acuityscheduling.com/schedule.php?owner=20072226&appointmentType=64175522

Dr. Rhonda Farrell, ceo@gblinnovstratllc.com

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