Generational Wealth and Leaving a Legacy With Trey Taylor

Today’s guest derives his experience from diverse fields such as technology, financial services, venture capital, and commercial real estate. On top of that, he runs a family office where they nurture budding entrepreneurs from generation to generation, optimizing growth and wealth together as a family.Trey Taylor is the talk of the town. He’s the managing director of Trinity | Blue, a consultancy designed to provide executive coaching and strategic planning to C-Suite leaders. He is frequently featured as a keynote speaker and has addressed attendees at the Human Capital Institute, the Ascend Conference, and many other engagements.Key Takeaways:[2:21] What got him interested in real estate?[5:18] What is a family office? [6:52] Understanding that wealth comes through focused action and dedicated hard work[8:30] How does he find a business to invest in?[12:13] What was the thought process behind writing a book?[17:13] What early lessons did he have about money and what does he think about money today?[22:28] How does he manage the money as a real estate investor and implement the Profit First system on his end?Quotes:[3:30] "When you combine multiple generations of wealth into one investment thesis and philosophy, you’d be surprised at how many doors have opened."[25:38] "You better buy it right because the world is changing."Links:Read Taylor’s Newsletter-https://plantyourflag.substack.com/pe Taylor’s Website-http://taylorinsuranceservices.com/ Taylor’s LinkedIn-https://www.linkedin.com/in/treytaylor/ A CEO Does Only 3 Things by Trey Taylor-https://www.amazon.com/CEO-Only-Does-Three-Things/dp/B09HMYRD78 Trinity|Blue Consulting Firm-https://trinity-blue.com/ Rich Dad Poor Dad by Robert Kiyosaki-https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194 Profit First Real Estate Investors FB Group-https://m.facebook.com/groups/ProfitFirstREI/ Simple CFO-https://simplecfo.com/ Tired of living deal to deal? If you are a real estate investor or business owner who is tired of living deal to deal, and want to double your profits, head over here to book your no-obligation discovery call with me. Either myself or someone from my team will hop on a short call with you to get clear on your business goals, remove any obstacles holding you back, and map out a game plan to help you finally start keeping more of the money you work so hard to make. - David