Gilbert Sreih

How we help you stay wealthy

The Sreih Group specializes in helping wealthy families stay wealthy …. After tax, after inflation, and after fees.

Decades of experience have taught us these 12 Habits to stay wealthy

1. Focus on the purpose of your wealth: live well, luxuries, family legacies and social impact.
2. Focus on the real risks to your wealth: inflation, taxes, behavior and fees.
3. Include family in wealth discussions – manage for more than one generation.
4. Transform business assets into personal wealth
5. Hire a Chief Investment Officer to oversee your investment assets
6. Avoid fads, bubbles, and expensive complex products
7. Manage investment portfolios for a full market cycle.
8. Know what you own and why you own it
9. Educate heirs
10. Integrate real estate assets into your long term family wealth
11. Integrate your expert professionals around your wealth goals
12. Use smart credit to increase family wealth