Yi Legacy Ledger
Quarterly insights on wealth stewardship, family legacy, and faith-based investing
Yi Legacy Ledger
Coming Soon
Newsletter Coming Soon
We're preparing something special for you. Yi Legacy Ledger will bring you quarterly insights on wealth stewardship, family legacy, and faith-based investing.
Stay tuned for updates on when we launch our newsletter.
What You'll Receive
Quarterly insights tailored for family offices and wealth stewards
📊 Wealth Stewardship Insights
Practical guidance on preserving and growing family wealth, including investment strategies, risk management, and family governance best practices.
👨👩👧👦 Family Legacy Planning
Strategies for building lasting family legacies, including wealth transfer planning, education programs, and values-based decision making.
🙏 Faith-Based Investing
How Christian principles guide investment decisions, including ethical investing, stewardship mindset, and values-aligned portfolio construction.
🏛️ Generational Wealth Building
Long-term strategies for building wealth that serves multiple generations, including contrarian investing and multi-family thinking.
📈 Market Analysis
Contrarian perspectives on market trends, including analysis of overlooked opportunities and long-term value creation strategies.
📋 Portfolio Updates
Insights into our investment approach, including lessons learned, portfolio performance, and strategic adjustments.
Stay Connected
Follow us for updates on Yi Legacy Ledger and join our community of faith-driven wealth stewards
Get in Touch