Robert Messner’s Post

I'm all about building real, sustainable wealth. Not just for me, but to uplift the entire community around me. See, true wealth isn't a quick buck or temporary windfall. It's about creating long-lasting abundance and freedom. I'm talking about the kind of wealth that doesn't just benefit you today, but stretches across generations, providing security and opportunities for your children, grandchildren, and beyond. And the beautiful part? My business directly funds the investments that create this multi-generational wealth. As my company grows, so does my ability to pour into my community. I'm committed to breaking down barriers and dismantling old systems of exclusion. No more closed doors or gatekeepers deciding who gets access to financial knowledge and opportunities. Instead, I'm working to widen the path to prosperity, inviting more people to join me on this journey towards financial empowerment. Creating true wealth is about so much more than getting rich. It's about: >> Achieving a level of financial freedom that allows you to live life on your own terms >> Building a legacy of prosperity that you can pass down to your loved ones >> Empowering your community to rise up alongside you, creating a ripple effect of positive change This is the life I'm building. This is the legacy I'm crafting. One investment, one business, one act of service at a time. Are you ready to join me on this mission? Let's take the first step together today! #selfmademillionaire #financialmastry #financialliteracy #wealthexpert #investmentstrategy #millionairemindset #happyinvestormethod #diaryofaselfmademillionaire

The Reality of Building Generational Wealth Building generational wealth is not an overnight success—it’s a long-term commitment that requires discipline, sacrifice, and patience. Many of us are working to break cycles and create opportunities that weren’t handed to us. 🔹 Lack of Financial Education – Schools don’t always teach wealth-building strategies, leaving many to learn through trial and error. 🔹 Short-Term vs. Long-Term Mindset – It’s hard to think decades ahead when immediate financial needs are pressing. 🔹 Limited Access to Capital – Many aspiring entrepreneurs and investors struggle with funding and resources. 🔹 Family Expectations – Balancing personal financial growth while supporting loved ones can be challenging. Despite these struggles, we keep pushing. Wealth isn’t just about money—it’s about knowledge, ownership, and legacy. Stay consistent, stay educated, and keep building. What’s the biggest challenge you’ve faced on this journey? Let’s talk. ⬇️ #GenerationalWealth #FinancialFreedom #BreakingBarriers

PAY IT FORWARD IN THE WORLD OF INVESTING! 🚀💸 Hey, future multimillionaires! 🤑 Yesterday, we talked about spreading positivity and lifting each other up. Today, let's bring that same energy to the world of investing! 🤩 Whether you're a seasoned investor or just starting your wealth-building journey, there's always room to help others grow alongside you! 🤝 Here's why paying it forward in investing matters: 💡 Knowledge shared is knowledge multiplied! Teaching someone about finances or investing doesn't just help them - it solidifies your own understanding! 🤓 🤝 Collaboration beats competition! Partnering with others creates opportunities you couldn't achieve alone. 🚫👊 🔥 We rise together! Helping someone get their foot in the door is one of the most rewarding ways to give back! 🎉 So, who in your circle could use some encouragement to start investing? 🤔 Share your story, your lessons, and your wins - it could be the nudge they need! 📣 TAG someone who inspires you in their financial journey! 👉 SHARE one piece of advice you wish someone had given you when you started! 🤓 Let's build a legacy together! 🌟 The beauty of investing isn't just in growing wealth - it's in creating generational opportunities and opening doors for others! 🌈 Drop a 💸 in the comments if you're ready to pay it forward in the world of investing! Share this post with someone who needs a push to start their investing journey! 🚀 Let's create a wave of positivity and support in the investing community! 🌊 REMEMBER, WE RISE TOGETHER! 🚀💕 #InvestInGrowth #PayItForward #BuildingWealth #FinancialFreedom #CollaborationOverCompetition #CreateOpportunities #GenerationalWealth #MindsetMatters #RiseTogether #LearnAndGrow #WealthBuildingJourney #InvestingCommunity #FinancialLiteracy #MoneyMindset #WealthCreation #LegacyBuilding #PayItForwardChallenge #InvestingTips #FinancialSuccess #WealthMindset #InvestSmart #FinancialIndependence #WealthyMindset #InvestingForBeginners #GrowYourWealth #Investing101 #FinancialGrowth #WealthCreationStrategies #InvestingAdvice #WealthBuildingTips

Successful intergenerational wealth transfer requires more than just passing on assets—it’s about governance, education, and strategic planning. With an alarming 70% of families losing their wealth by the second generation, a structured approach is essential for long-term success. Here are the key factors I focus on when working with clients: 1) 𝗚𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲 𝗙𝗿𝗮𝗺𝗲𝘄𝗼𝗿𝗸: Establish a family council or advisory board to guide decision-making, align values, and prevent conflicts. 2) 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻 & 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗟𝗶𝘁𝗲𝗿𝗮𝗰𝘆: Equip the next generation with financial literacy, investment knowledge, and risk management skills to manage and grow wealth. 3) 𝗣𝗵𝗮𝘀𝗲𝗱 𝗜𝗻𝘃𝗼𝗹𝘃𝗲𝗺𝗲𝗻𝘁: I often recommend gradually involving younger family members in meetings and decision-making, allowing them to learn under mentorship before assuming full responsibility. 4) 𝗦𝘂𝗰𝗰𝗲𝘀𝘀𝗶𝗼𝗻 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴: Develop a clear succession plan, defining roles for family members and ensuring leadership transitions smoothly. 5) 𝗧𝗿𝘂𝘀𝘁 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲𝘀: Use trusts, private trust companies, or foundations to provide tax efficiency and secure assets across generations. 6) 𝗣𝗵𝗶𝗹𝗮𝗻𝘁𝗵𝗿𝗼𝗽𝘆 & 𝗟𝗲𝗴𝗮𝗰𝘆: Integrate philanthropy into the plan to build a shared purpose, strengthen family bonds, and align with long-term goals. In my experience, a strategic, multi-faceted approach is key to preserving wealth across generations. Let’s connect to discuss how your family can implement these strategies for a successful wealth transition.

#LegacyWednesday Planning a legacy should begin long before you think you need it to ensure a safe transition of power, to consider the potential needs of your successors, and to safeguard your greater multi-generational impact now. Beyond the obvious considerations we educate and consult on including wealth preservation in the form of trusts, favorable tax jurisdictions, how to value your assets both tangible & intangible and other more obvious legacy planning considerations, the heart of legacy architecting lies in also precisely expressing the hidden arena within your heart. Your legacy is ultimately highly personal: it is an evolving emblem of meaning, a growing vehicle of value, a living monument to what and whom you cherish and hold dear. It is also an outward expression of your most intimate vision for the future and a representation of how you desire to continue to create contributions to the planet that matter for centuries to come. Your legacy encompasses your passions and expresses the continual gifting of your genius. It articulates what you decide truly matters and it provides instructions for the clear continuity of your stewardship for centuries to come. As we are facing the greatest wealth transfer in history and will see a rise in inherited wealth we thought it fitting to share the 2023 USB Billionaire Ambitions Report. One of the trends in the report that might be interesting for our community is that as heirs « take over their parents’ businesses, investments and foundations, they are likely to focus more on today’s major economic opportunities and challenges, such as new technologies and the clean-energy transformation. » We hope this report helps you hold one of the most important conversations you will ever have with yourself, your advisors, and your loved ones: the conversation around legacy.

What Does Generational Wealth Truly Mean? For many, generational wealth is simply the money left behind. But we believe it’s so much more than that. True generational wealth is about: → Passing on values and wisdom—not just assets. Your financial habits and lessons can inspire generations long after you’re gone. → Creating opportunities that empower future generations. Whether it’s funding education, starting a business, or pursuing passions, it’s about giving your family the tools to thrive. → Living as an example of financial responsibility and stewardship. Your actions today set the tone for how your legacy will be remembered tomorrow. "The goal isn’t to live forever, but to create something that will." – Chuck Palahniuk Remember, generational wealth isn’t built overnight—it’s an intentional process that starts while you’re alive. We help create a customized financial plan that ensures your legacy reflects your values and vision for the generations to come. Connect with us. #legacy #value #investing #holisticplanning #financialplanning #wealth

🌟 Today's Wealth Tip: Building Generational Prosperity! 🌟 Let's chat about a powerful principle that transcends mere earnings – it's about the legacy we create with our wealth! 💰🏦 📈 Earning vs. Keeping: Making money is just the beginning. The real magic happens when we learn to preserve and grow our wealth. It's not about the amount we make, but the portion we retain and nurture over time. 💼 Making Money Work: Imagine your money as a tireless employee, working day and night to generate more wealth for you. By investing wisely and leveraging opportunities, we can make our money work harder than we ever could. 🌳 Planting Seeds for the Future: True wealth isn't just for us – it's a gift we can pass down to future generations. By safeguarding our wealth and instilling sound financial principles, we create a lasting legacy that benefits our children and grandchildren. 👨👩👧👦 Building Generational Wealth: It's not about instant gratification; it's about building a foundation for the future. By being mindful of our spending, investing strategically, and imparting financial wisdom to our heirs, we ensure our wealth lasts for generations to come. 🚀 Let's Take Action: Today, let's shift our focus from short-term gains to long-term prosperity. Let's prioritize financial literacy, smart investing, and legacy planning, laying the groundwork for a brighter tomorrow. Together, we can create a legacy of abundance and opportunity for generations to come! 💫🌱 #WealthManagement #FinancialLiteracy #LegacyBuilding #Investing #GenerationalWealth

Creating generational wealth isn’t just a game for the ultra-rich; it’s an opportunity for everyone willing to put in the effort. A recent article touches on critical strategies that anyone, regardless of their financial status, can adopt to build a lasting legacy. From smart stock investments to diving into real estate, and even launching a business, the paths are clear. Have you noticed the growing trend of people pushing past traditional employment to create diverse income streams? It's fascinating how many are now building side hustles or investing in properties, ensuring their families benefit from their hard work for generations to come. It’s crucial to grasp that wealth isn’t merely about the dollars in your bank account—it’s about fostering a mindset that values education, shared family goals, and strategic financial decisions. If you're not teaching your kids about money management or involving them in financial discussions, you're missing an essential part of the equation. That’s why I launched the 5 Minute Founders newsletter, giving you key insights from full business books in 5 minutes or less—no fluff, just the good stuff. Let’s rethink how we approach wealth. Are you ready to break the cycle and build something sustainable? https://lnkd.in/eKzDD_SG

👉🏾 𝗕𝘂𝗶𝗹𝗱 𝘄𝗲𝗮𝗹𝘁𝗵 𝘁𝗵𝗮𝘁 𝘄𝗶𝗹𝗹 𝗹𝗮𝘀𝘁 𝗳𝗼𝗿 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀, 𝗻𝗼𝘁 𝗷𝘂𝘀𝘁 𝗶𝗻𝗰𝗼𝗺𝗲. Without money, living your best life can be hard. Often, we shy away from accepting this truth. We hold onto the belief that if we are diligent and serve others selflessly, success and prosperity will automatically follow. However, this can be unrealistic and unsustainable. It's important to be financially stable to live a fulfilling life, free from stress and anxiety. While the recognition and rewards we receive for excelling in our field are welcomed and appreciated, let's be honest - they may not be enough to sustain us for a lifetime. Achieving long-term financial stability demands intentional effort and strategic planning. It's not just about believing in our abilities or waiting for opportunities to come our way. Rather, it's about taking proactive steps towards abundance. Investing in education and personal growth is crucial, but it's equally important to diversify investments across income-generating assets. This will enable us to build wealth that will endure for generations, providing a secure future for our loved ones and creating a lasting impact on the world.