Preserve and Transfer Capital

Structure the balance sheet so accumulated capital is preserved and transferred without unnecessary loss.

1. 1

   Preservation as a Separate Discipline≈ 12 min

   Why the behaviours that build capital differ from those that keep it, and what changes at the transition.

2. 2

   Drawdown and Withdrawal Sequencing≈ 14 min

   Deciding in advance which assets fund withdrawals under which conditions.

3. 3

   Documentation and Beneficiary Hygiene≈ 12 min

   The administrative work that determines whether capital transfers intact, and why it is usually out of date.

4. 4

   Transferring Knowledge, Not Only Capital≈ 12 min

   Why transferred capital without transferred understanding tends not to persist, and what can be handed on alongside it.