Intelligent Wealth by Design: Structure Before Strategy
Doug Liptak CPA, CFP
Aug 2026 · Author.Incorporated · Narrated by Alex Knox
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3 hr 37 min
Unabridged
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Stop Managing Wealth. Start Designing It.
You spent decades building it. So why does it still feel like something is missing?
Most successful families don't have an investment problem. They have a structure problem, and no one ever told them the difference.
Right now, a silent partner is taking a cut of everything your wealth earns before you reinvest a dollar or make a single decision. It isn't a bad advisor or a bear market. It's the way the system was built.
A different structure changes the equation entirely. Wealth that compounds without annual tax drag, accesses without forced distributions, and transfers to the next generation the way you always intended.
It has been available for decades. Most advisors have never presented it as an option. This book explains why, and what to do about it.
You spent decades building it. So why does it still feel like something is missing?
Most successful families don't have an investment problem. They have a structure problem, and no one ever told them the difference.
Right now, a silent partner is taking a cut of everything your wealth earns before you reinvest a dollar or make a single decision. It isn't a bad advisor or a bear market. It's the way the system was built.
A different structure changes the equation entirely. Wealth that compounds without annual tax drag, accesses without forced distributions, and transfers to the next generation the way you always intended.
It has been available for decades. Most advisors have never presented it as an option. This book explains why, and what to do about it.
Stop Managing Wealth. Start Designing It.
You spent decades building it. So why does it still feel like something is missing?
Most successful families don't have an investment problem. They have a structure problem, and no one ever told them the difference.
Right now, a silent partner is takin...
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