Learn More | Delayed Opulence

Rescuing $84 Trillion in Wealth

The impending $84 trillion wealth transfer from Baby Boomers to younger generations presents a significant opportunity for our clients at Delayed Opulence. Understanding how this transfer aligns with your families strategies will ensure wealth preservation and growth across multiple generations.

Wealth Transfer Breakdown by Generation:

Baby Boomers (Born 1946–1964): Set to inherit approximately $4 trillion.
Generation X (Born 1965–1980): Anticipated to receive about $30 trillion.
Millennials (Born 1981–1996): Expected to inherit around $27 trillion.
Generation Z and Younger (Born 1997–2012): Projected to receive approximately $11 trillion.

Net worth is calculated by taking all your assets (what you own, like investments, home, vehicles, etc.) and subtracting your liabilities (what you owe, like debts).

Who We Serve – Delayed Opulence Family Members

P1 – Emerging P2 – Active P3 – Transition F1 – Family F2 – Legacy

FM1 – Emerging Wealth Builder

Family Member: No heir or a single heir or successor, early-stage wealth holder

Net Worth: ~$1M

Example: A nurse practitioner in her mid-40s owns two homes—mortgage-free, valued at $650K and $350K. She’s unsure how to activate equity for long-term gains or legacy planning.

How We Help: We guide her to convert real estate equity into diversified investments with structured wealth planning.

Course: Foundations of Financial Literacy & Wealth Mapping

FM2 – Active Investor & Business Owner

Family Member: Entrepreneur managing daily operations

Net Worth: $3M+

Example: A restaurant group owner in his 50s operates three locations, generating $2.5M annually. He hasn’t formalized a succession plan or diversified beyond his industry.

How We Help: We design a transition plan and convert income into investments that last beyond retirement.

Course: Scaling Businesses & Strategic Tax Planning

FM3 – Wealth Transition & Exit Strategy

Family Member: Aging business owner preparing for exit

Net Worth: $3M–$10M

Example: A real estate broker in his early 70s is ill. His children aren’t trained to manage the portfolio. He seeks continuity and control.

How We Help: We manage assets professionally and issue stipends while preparing heirs to eventually lead.

Course: Estate Architecture & Inheritance Planning

Family1 – Multi-Family Investment Group

Family Member: Interconnected family pooling capital

Net Worth: $5M+

Example 1: A family of healthcare professionals pools funds to build a shared compound.

Example 2: A Southern family develops heir property into modular housing for future generations.

How We Help: We provide legal structures, funding plans, and governance models for shared success.

Course: Collaborative Investing & Family Governance

Family2 – Legacy Wealth Transition

Family Member: High Net Worth (HNW/ UHNW) family preparing generational transfer

Net Worth: $30M+

Example: A manufacturing founder, age 71, wants to train grandkids while securing the company’s future and ownership.

How We Help: We build a transition plan, create mentoring tracks, and implement employee/family ESOP models.

Course: Legacy Leadership & Intergenerational Business Succession

At Delayed Opulence, we don’t just offer opportunities—we offer partnerships.

We develop and acquire high-performing self-storage facilities that provide convenient, safe, and secure storage solutions for tenants while delivering consistent, cash-flowing assets for our investors.
We construct modern build-for-purchase and build-for-rent in high-demand areas, featuring cutting-edge building materials and professional management teams that ensure superior tenant experiences and reliable investor returns.
We selectively take on projects that deliver high returns and serve as safe, reliable assets for our investors. Our success comes from leveraging proven operating strategies and innovative techniques.
We partner with land owners to build a legacy and sustainability with their properties. Our method is for the owner

Investment readiness

Investing 101 Education:

We provide tutorials, reading materials, or group classes,
Members learn about investment vehicles, strategies, and principles
Fostering a basic understanding of key investment concepts

Advanced Investment Workshops:

Members attend deeper-dive sessions on different asset classes and investment strategies.
The training emphasizes how to evaluate opportunities and risks in each member's learning phase.
Mentors and experts share valuable insights into investment strategies and risk management.

Portfolio Building Exercise:

The program may assign a “create your model portfolio” exercise.
Members use what they’ve learned to design a hypothetical investment portfolio.
Based on their goals and risk tolerance.
They then review this plan with their mentor.