fbpx

Creating and Sustaining Wealth: Innovative Strategies for Lasting Impact

sustaining wealth

In the latest episode of Wealth Strategy Secrets of the Ultra Wealthy, I had the privilege of hosting Jan Petke, founder and managing partner of C100Global. Jan brings a wealth of experience and a unique perspective on managing and preserving significant wealth.

As the leader of a UNHWI CentiMillionaire Peer Advisory Board, Jan is dedicated to guiding wealth creators and their families through the intricate challenges that come with substantial financial success.

In our discussion, Jan shared his philosophy that “The goal isn’t to live forever—the goal is to produce something that will!” This mindset encapsulates his approach to wealth management, emphasizing the importance of creating lasting legacies and impactful contributions.

Jan’s insights are invaluable for anyone looking to navigate the multifaceted world of wealth, and this episode is packed with strategies and wisdom that can benefit both current and future wealth stewards.

In This Episode

  1. Jan’s background and career journey

  2. Founding and managing C100Global, a UNHWI CentiMillionaire Peer Advisory Board

  3. Importance of legacy planning in wealth management and encouragement for wealth creators to focus on legacy and impact

  4. Actionable strategies for managing and preserving significant wealth

Important Links

Connect with Jan Petke

Connect with Pantheon Investments

Leave a Reply

Your email address will not be published. Required fields are marked *