Join us in this compelling episode as Lavaisha Davis, Wealth Advisor and Founder at Ell Wess Advisors, invites you to become the Family CEO by building a virtual family office (VFO) to transform income into lasting legacy—no matter your current wealth level.
With over 10 years of experience, she shares how she helps high-income earners plug “leaky wealth buckets,” reduce taxes, streamline financial strategy, and preserve wealth across generations through coordinated, strategic planning.
Drawing from her own journey—from entrepreneurship and personal tragedy to mastering financial systems—Lavaisha redefines wealth not just as earnings, but as aligned systems that grow, protect, and sustain.
She introduces the “Family CEO mindset,” urging listeners to treat their family as its own enterprise where someone leads the vision, secures alignment, and designs the roadmap—ensuring multi-generational wealth instead of depletion.
You’ll walk away with:
• The blueprint for creating a Wealth Command Center that unifies estate planning, tax strategy, asset protection, and more.
• Practical steps to act intentionally—whether you’re building from scratch or structuring for legacy.
• A powerful shift in perspective: wealth isn’t just what you earn, but how you preserve, multiply, and pass it on.
Take the next step toward legacy-building—subscribe, share, and visit www.verticalmomentumpodcast.com to join our community of leaders committed to generational abundance.
To get in touch with Lavaisha click here https://lavaishadavis.com
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