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Where everyone goes wrong

机译:哪里人出错了

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摘要

There are many occasions where I've met with very wealthy clients who confidently look at me with the following lines playing in their head: "Who needs you, Mr. Advisor? Can't you see that I have enough money to do whatever I want? That I'll never want or need for anything? How can you possibly make things better for me?" They sometimes really do have all the money and cash flow that they need to do whatever the heck they want. But then my suspicions are also confirmed when I see their investments titled in joint name, or that their will has the most gravity when it comes to their dispositive documents, and if they have trusts that there is no legacy protection built in to protect generations against stuff like divorce, illness or reckless management of their hard-earned assets.
机译:在很多情况下,我遇到了非常有钱的客户,他们满怀信心地看着我,说着以下几句话:“顾问,谁需要你,顾问先生?你看不出我有足够的钱做我想做的事吗?想要吗?我将永远不需要或不需要什么?您怎么能使事情对我更好?”他们有时确实确实拥有了所需的全部金钱和现金流,无论他们想做什么。但是,当我看到他们的投资以联合名称命名时,或者在涉及其处置文件时,他们的意愿具有最大的重要性,并且如果他们相信没有内置的传统保护措施可以保护后代免受其侵害,我的怀疑也得到了证实。诸如离婚,生病或对其来之不易的资产的鲁ck管理之类的事情。

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