Generational Wealth and Leaving a Legacy With Trey Taylor

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?


[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.”


Read Taylor’s Newsletter- 

Taylor’s Website- 

Taylor’s LinkedIn- 

A CEO Does Only 3 Things by Trey Taylor- 

Trinity|Blue Consulting Firm- 

Rich Dad Poor Dad by Robert Kiyosaki- 

Profit First Real Estate Investors FB Group- 

Simple CFO- 

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