How Ultra-High-Net-Worth Families Really Grow, Give, and Protect Wealth with Kristian Mtetwa скачать в хорошем качестве

How Ultra-High-Net-Worth Families Really Grow, Give, and Protect Wealth with Kristian Mtetwa

Ever wonder what ultra-wealthy families are doing differently to grow and protect their wealth? In today’s episode, I sit down with Kristian Mtetwa, co-founder of Synergy Private and Tax Alchemy, to explore the private world of elite financial planning. From his immigrant beginnings in Zimbabwe to managing wealth for nine-figure clients, Kristian shares what separates those who build lasting legacies from those who simply accumulate assets. We unpack the four stages of the wealth cycle and how to transition from a high earner to a family office-level investor. You’ll hear how doctors and entrepreneurs are using frameworks based on income tiers to structure their investments, protect their assets, and access exclusive private deals most people never even hear about. If you’ve hit a plateau and you know you’re capable of more, this conversation will challenge how you view wealth and ignite the drive to be the one who changes your family’s financial destiny. “True wealth is freedom—doing what you want, with who you want, and whenever you want.” ~ Kristian Mtetwa In This Episode: 00:00 Meet Kristian Mtetwa 03:44 Impact of heritage and immigrant mentality on building wealth 05:31 The connection between Synergy Private and Tax Alchemy 07:31 Wealth management for ultra-affluent families 09:57 Common myths and mindsets about money 12:50 Tactical strategies and frameworks on how to build wealth 21:41 First generation wealth: challenges and opportunities 26:33 Kristian’s aspirations, role models, and inner circle 29:45 Wrap up questions & the Access investments community Ready to Build Wealth Like the Ultra-Wealthy? Apply now to Kristian’s ACCESS platform. Use code LIMITLESS to join at 50% off: https://www.synergyprivate.com/access Connect with Kristian Mtetwa: Website: https://kristianmtetwa.com/ LinkedIn:   / kristianmtetwa   Instagram:   / kristianmtetwa   Resources: ➡️ Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/ ➡️ Check out my programs - https://vikramraya.com/coaching/ ➡️ Apply to become a Limitless MD - www.I8mastermind.com ➡️Claim Your Free 30-minute discovery call and $500 off your engagement with Hall CPA: go.therealestatecpa.com/limitless Connect with Vikram: Website: https://vikramraya.com/ Instagram:   / vikramraya   Facebook:   / vikramrayamd   LinkedIn:  / vikramraya   YouTube:    / @vikramrayalimitless   Special Thank You to Music Provided by Music Library:   / 300-violin-orchestra-jorge-quintero-copyri...   #financialeducation #financialplanning #wealthmanagement