Preface

Conversations were shifting, with my private wealth management clients, with my friends, and within myself. These shifts in conversations were, and remain, emblematic of the paradigm shifts currently underway in our society. There's an undercurrent of change happening, which is revealing itself through conversation and constructive action. We, individually and collectively, are revisiting values (qualitative) and value (quantitative) within our (economic) ecosystems; thereby, revisiting our concept of wealth. After all, value and wealth are inextricably linked.

And as it so happens, wealth is something I'm quite familiar with, after working in the world of private wealth management for over a decade—although, in April 2022, I left a great company, a great team, and great clients in order to fully commit myself to (what I term) the new wealth paradigm. These shifts in conversations and paradigms propelled me into researching well‐established axioms and maxims of wealth, long before leaving my job. In fact, in retrospect, it feels as though my whole life was designed to place me in a position for writing Invisible Wealth. Law school included, which is where I fell in love with the written word.

Language is the oldest technology in the book. And while technological advancements have much to do with the paradigm shifts we're experiencing, it's words that enable us to communicate thoughts, ideas, and narratives relating to such advancements. What's more, these narratives—or collective conversations—help us to exchange ideas with one another, in order to flush out and define (or perhaps redefine) concepts and, by extension, applications of those concepts. Words are powerful. With this backdrop in mind, it's my hope that these architected ideas are helpful to you—for revisiting, and perhaps redefining, your concept of wealth—what's your wealth?

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