Building Your Financial Power Team
Mike Neubauer, CEO of Grand Vision Companies, breaks down the essential components of building a financial power team, highlighting how wealthy families don't achieve their status by accident—they become wealthy because of their strategic ownership in real estate, private businesses, and other key investments. We explore how these families built wealth through smart systems and people, often forming what’s known as a family office.
Mike Neubauer, CEO of Grand Vision Companies, breaks down the essential components of building a financial power team, highlighting how wealthy families don't achieve their status by accident—they become wealthy because of their strategic ownership in real estate, private businesses, and other key investments. We explore how these families built wealth through smart systems and people, often forming what’s known as a family office.
Mike Neubauer, CEO of Grand Vision Companies, breaks down the essential components of building a financial power team, highlighting how wealthy families don't achieve their status by accident—they become wealthy because of their strategic ownership in real estate, private businesses, and other key investments. We explore how these families built wealth through smart systems and people, often forming what’s known as a family office.
WHAT YOU WILL LEARN:
How to build a system that ensures your family’s wealth is protected, managed, and grows across generations.
The difference between being rich and being truly wealthy, and how to make the shift for long-term financial security.
The essential steps to create a family office that centralizes your investments, tax planning, and legal strategies.
Why having a comprehensive succession plan is critical and how to design one that works even in worst-case scenarios.
How to use trusts, LLCs, and other legal structures to streamline estate planning, avoid probate, and provide asset protection.
Advanced asset protection strategies that prevent potential legal or financial liabilities from impacting your wealth.
The importance of passing down not just money, but values, education, and philanthropy to strengthen future generations.
ABOUT MIKE NEUBAUER:
”Retirement” Expert & Wealth Strategist
FOUNDER OF GRAND VISION COMPANIES
Mike started his career in real estate as a mortgage broker where he learned the vital role that the financial and debt side of investing has in amplifying returns. As Mike learned early on: It is one thing to find a deal, but it is another to structure it properly to make the deal a home run. After studying how to safely leverage real estate to maximize returns, he went full-time into real estate investing. He started in 2011 with a focus on capital creation through renovating and flipping single family houses. He then quickly transitioned into long-term wealth building through acquiring rental properties.
Mike brings extensive experience in many facets of finance. He’s an expert in real estate, legacy, financial literacy, and investments. Mike enjoys diving into the weeds of a member’s financial situation to create a customized wealth plan. He’s also the founder of several businesses so he’s passionate about sharing his experience as an entrepreneur.
