Acknowledgements and Thanks
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We owe debts of gratitude to our friends and mentors who have contributed throughout our careers to our greater understanding of whole-systems thought, strategic wealth planning and interdisciplinary client representation. They are the visionaries and thought leaders who have expanded the frontiers of thought and contributed new material to the bodies of knowledge in what were once their single silo core disciplines.
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Bruce Wright, chairman of The Wright Company and author of The Wright Exit Strategy. Bruce pioneered the concept and techniques of Macro Strategic Planning in managing private, as opposed to corporate, wealth. His work comports with our experience working with clients that the skills of making money are the polar opposites of preserving, protecting and growing it. As Dick Bouchet, retired Intel Vice President remarked, “Just as Intel redefined the universe for personal computers, Bruce Wright’s book redefined my personal universe.”
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Robert Esperti, co-founder of the Esperti-Peterson Institute at Michigan State University and co-author of more than 25 estate planning and wealth transfer books. Bob pioneered the concept of quantum thought in personal wealth management and built a distinguished three-year program of advanced interdisciplinary study supported by the College of Arts and Letters, College of Communication Arts and Sciences and the College of Business at Michigan State University.
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The late Scott Fithian, founder of the Legacy Companies and author of Values-Based Planning. Scott developed a unique planning model called The Legacy Wealth Optimization System®—a values-based approach to planning designed to effectively manage the high level of complexity associated with affluent individuals and families.
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We also owe a debt of gratitude to our clients, from whom we draw our inspiration and without whom there would be no Inspired Capitalworks. We are grateful to all of the families who have thought well enough of us during the last two decades to entrust us with their financial capital and allow us to coach and mentor them.
