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  3. Intelligent Wealth by Design

AUDIOBOOK

Intelligent Wealth by Design

Doug Liptak, CPA, CFP
5
(1)
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Duration
3h 37m
Year
2026
Language
English
Publisher
Author.Inc

About

Stop Managing Wealth. Start Designing It.



You spent decades building it. So why does it still feel like something is missing?



Most successful families don't have an investment problem. They have a structure problem, and no one ever told them the difference.



Right now, a silent partner is taking a cut of everything your wealth earns before you reinvest a dollar or make a single decision. It isn't a bad advisor or a bear market. It's the way the system was built.



A different structure changes the equation entirely. Wealth that compounds without annual tax drag, accesses without forced distributions, and transfers to the next generation the way you always intended.



It has been available for decades. Most advisors have never presented it as an option. This book explains why, and what to do about it.

Related Subjects

  • Wealth Management
  • Finance
  • Business & Economics
  • Adult Nonfiction
  • Investing
  • Personal Finance

Artists

Doug Liptak, CPA, CFPAuthor
Alex KnoxReader