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This chapter is from the book

Taking Control for the First Time

As a result of our discussions, my family and I pulled our family trusts out of the Midwestern bank that managed them for years—a rare event in the clubby world of trust fund management. In an ironic twist, however, the bank didn't try to retaliate for this move or hold a grudge against our family. Instead, the bank hired me in 2001 to manage its high-net worth business and to implement for its clients many of the strategic wealth management practices and approaches that my family and I decided to put in place.

The decision my family and I made to give up our existing trustee and to take proactive control of our family's wealth management activities had profoundly powerful effects that I want to share with you throughout the book. You will also learn how to enhance your own financial success, given your own circumstances and objectives.

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