ACKNOWLEDGMENTS

The notion for this book stemmed from conversations among literary agent Jeff Herman, me, and David Pugh, the John Wiley & Sons editor of my 2006 New York Times bestseller, The Only Three Questions That Count. Before that book, Jeff wanted me to write a broad wealth book—an all-encompassing, ultrawide-spectrum book covering the waterfront. I hadn’t written a book in a long, long time and didn’t feel like taking on that project, but ultimately evolved to do Three Questions, which was a much more narrow capital markets book—and where I felt confident I could offer unique insights. Still, after that, Jeff wanted me to do a wealth book. And David wanted another book (and broader spectrum to him meant it might sell even better). It was really only when we started talking about focusing on only the mega-wealthy as a roadmap for everyone else that I saw something I wanted to do—and knew I could do. For that, I thank them both for their patience with me.

So then I went back to Lara Hoffmans, who worked with me in crafting The Only Three Questions That Count. She set out to do the research and render rough drafts of each chapter tailored to what I’d envisioned as a goal. Her work gave me the freedom to do what I otherwise must do on a daily basis, which is focus on my day job at my firm. Then, I’d edit/rewrite on nights and weekends and Lara would clean it up and fix my mistakes with her crew and then I’d edit/rewrite again, and we went on and on like this through five ...

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