DQ / COMPASS
Multigenerational Wealth Strategy Mini-Course
This course helps you understand how to organize, evaluate, and structure wealth across time. It clarifies how assets, income, and decisions interact to support long-term financial outcomes and intergenerational planning.
It provides a structured framework for assessing your current position, identifying opportunities, and aligning financial decisions with long-term goals and legacy considerations.
What this helps you understand
• How to assess your current financial position across assets and liabilities
• How to identify opportunities for growth and optimization
• How tax strategy impacts long-term wealth retention
• How to structure wealth transfer across generations
• How to align financial decisions with long-term objectives
This course is most useful if
• You are planning for long-term wealth building or transfer
• You want to organize and evaluate your financial position
• You want to think more strategically about financial decisions
• You want a structured framework for long-term planning
This course corresponds to the DM / Compass layer of the E3 Framework. It helps you evaluate decisions and align financing strategies with your broader objectives.
What’s inside this kit
What you’ll learn
This course provides the frameworks and perspective needed to approach long-term wealth planning with clarity.
• How to evaluate your financial position and identify gaps
• How to structure wealth-building strategies across income streams
• How to incorporate tax considerations into planning decisions
• How to design a framework for long-term wealth transfer
• How to create a system for ongoing financial decision-making
What’s included
• Financial assessment framework for organizing assets and liabilities
• Strategy frameworks for income, investment, and savings planning
• Tax planning overview for evaluating long-term impact
• Wealth transfer framework for structuring intergenerational plans
• Governance structure for ongoing financial decision-making
• Guided prompts and templates for applying concepts