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Asset Strategy

The Secret of 20-Generation Wealth: The 33/33/33 Asset Allocation Principle

Have you ever wondered why the Jewish community—despite being a small percentage of the world’s population—appears disproportionately represented among global wealth creators and enduring business families? This is not coincidence. It is the outcome of a capital stewardship system refined over more than 3,000 years, commonly referred to as “The Rule of Thirds.” This principle is not about...