Generational Wealth and Leaving a Legacy With Trey Taylor

Profit First for Real Estate Investors

Today’s guest derives his experience from diverse fields such as technology, financial services, venture capital, and commercial real estate. On top of that, he runs a family office where they nurture budding entrepreneurs from generation to generation, optimizing growth and wealth together as a family.

Trey Taylor is the talk of the town. He’s the managing director of Trinity | Blue, a consultancy designed to provide executive coaching and strategic planning to C-Suite leaders. He is frequently featured as a keynote speaker and has addressed attendees at the Human Capital Institute, the Ascend Conference, and many other engagements.

Key Takeaways:

[2:21] What got him interested in real estate?

[5:18] What is a family office?

[6:52] Understanding that wealth comes through focused action and dedicated hard work

[8:30] How does he find a business to invest in?

[12:13] What was the thought process behind writing a book?

[17:13] What early lessons did he have about money and what does he think about money today?

[22:28] How does he manage the money as a real estate investor and implement the Profit First system on his end?

Quotes:

[3:30] "When you combine multiple generations of wealth into one investment thesis and philosophy, you’d be surprised at how many doors have opened."

[25:38] "You better buy it right because the world is changing."

Links:

Read Taylor’s Newsletter-https://plantyourflag.substack.com/pe

Taylor’s Website-http://taylorinsuranceservices.com/

Taylor’s LinkedIn-https://www.linkedin.com/in/treytaylor/

A CEO Does Only 3 Things by Trey Taylor-https://www.amazon.com/CEO-Only-Does-Three-Things/dp/B09HMYRD78

Trinity|Blue Consulting Firm-https://trinity-blue.com/

Rich Dad Poor Dad by Robert Kiyosaki-https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194

Profit First Real Estate Investors FB Group-https://m.facebook.com/groups/ProfitFirstREI/

Simple CFO-https://simplecfo.com/

Tired of living deal to deal?

If you are a real estate investor or business owner who is tired of living deal to deal, and want to double your profits, head over here to book your no-obligation discovery call with me. Either myself or someone from my team will hop on a short call with you to get clear on your business goals, remove any obstacles holding you back, and map out a game plan to help you finally start keeping more of the money you work so hard to make. - David