Two-Comma Wealth by George Stefanou provides a comprehensive guide to managing wealth once you have exceeded a million dollars. With a focus on investment, tax strategies, and estate planning, this book provides actionable advice for those navigating the complexities of substantial wealth.
George Stefanou’s Two-Comma Wealth: Investment, Tax, and Estate Strategies to Consider When Your Net Worth Exceeds a Million Dollars addresses the unique financial challenges faced by individuals and families with net worths between $1 million and $30 million. Drawing on his 15+ years of expertise, Stefanou provides in-depth advice on how to preserve, grow, and enjoy your wealth while making informed decisions about investments, taxes, and estate planning.
Two-Comma Wealth is designed to help readers shift from a wealth-building mindset to one focused on wealth preservation, risk management, and achieving lasting happiness. By integrating tax-smart strategies, navigating market volatility, and offering practical estate planning insights, Stefanou empowers readers to make confident decisions about their financial future.
The Core of Two-Comma Wealth
Stefanou introduces the concept of “two-comma wealth,” describing the wealth range that presents both exciting opportunities and significant challenges. The book is structured into several chapters, beginning with a breakdown of the key strategies needed to transition from accumulating wealth to effectively managing it. It then explores advanced tax strategies like Roth conversions and tax bracket topping off, offering readers tools to keep more of their earnings.
The author delves into the risks associated with sudden wealth, addressing the emotional and financial shifts that occur when wealth reaches seven figures. He also explores the strategies to navigate these challenges, providing a clear roadmap for managing market volatility with confidence.
Further chapters cover practical insights into estate planning, with a focus on avoiding family conflicts and protecting legacies. The book also includes key advice for business owners on how to maximise the value of their companies while considering the tax implications of business transitions or sales.
About the Author: George Stefanou
George Stefanou is an award-winning financial advisor with over 15 years of experience in wealth management. As a Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA®), and Certified Exit Planning Advisor (CEPA®), Stefanou has worked with numerous high-net-worth clients to help them navigate the complexities of investment, tax strategies, and estate planning.
Stefanou’s approach is informed by his background in both the financial advisory and investment sectors. He has been recognised as a Top Next-Gen Wealth Advisor by Forbes and continues to lead with a focus on empowering individuals and families to make informed, ethical financial decisions that ensure lasting wealth and security.
For those looking to understand how to maintain and grow wealth beyond the million-dollar threshold, Two-Comma Wealth offers the expert guidance and actionable insights needed to succeed in the next chapter of their financial journey.
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