As part of turning 49 on May 31, I’ve set the stage for a year filled with purpose and adventure. I’m savoring the fruits of my labor, grateful for the freedom to pursue my passions and make a lasting impact.

This summer, Amanda and I will soak up the beauty of Oregon, our first time exploring the state. Come September, we’ll be on an epic around-the-world adventure, spanning 12 countries and 15 cities, to create unforgettable memories for Eden’s freshman year of high school.

On the business front, I’ve doubled down on what it means to be “Rich Beyond Money” – a philosophy that’s guided me through triumphs and setbacks. Reflecting on my journey, I’ve learned that true wealth lies in purposeful decisions, meaningful connections, and resilience. Here’s how I’m living it, and how you can reflect on your own path:

1. Prioritize Purpose Over Profit: My evolution from hustling for money to helping America’s most successful families stems from a deep desire to share expertise. Ask yourself: What drives you beyond the paycheck? Align one decision this quarter with that purpose.
2. Invest in Relationships: My bond with Amanda, forged young and still vibrant as we approach 30 years together, anchors me. Take action: Schedule one meaningful connection this week – call a friend, plan a family outing, or mentor someone.
3. Embrace Resilience Through Gratitude: I recently had to rediscover my power to shift perspective. Listing what I’m thankful for – family, health, freedom – silenced the noise of media headlines and my own regrets. Try this: Spend a few minutes each morning noting three things you’re grateful for. Watch how it reframes your day.
4. Design Your Life Intentionally: Planning a 180-day adventure with Eden reflects our family value of experiences over things. This undertaking requires courage as well as thoughtful planning. Reflect: What’s one experience you’ve delayed? Book it or take a small step toward it now.
5. Health as Wealth: My quest to be fit at 50 is a path to unlock health as a catalyst for everything else. It’s never too late to get started. Challenge yourself: Pick one health goal (e.g., a daily walk, cutting sugar) and commit to it for 30 days.
6. Give to Grow: The launching of Wealthrive this year has been another venture to fund our family’s philanthropic goals. Helping clients save millions in taxes, and supporting causes we care about fuels my purpose. Act: Identify one way to give – time, skills, or resources – and do it this month.

I’m clear: for me wealth isn’t just financial independence – it’s freedom of time and geography. As I prepare for my journey and growing my empire remotely, I’m living proof that intentional decisions and an attitude of gratitude can transform your life. Reflect on your choices today. What’s one step you’ll take to become Rich Beyond Money?

Family and Business adVentures

This quarter brimmed with milestones and meaningful moments, blending family joys with professional strides.

After a challenging Q1, we were retained by a multi-billionaire, multiple families with nine-figure capital gains, and over a dozen seven-figure earners. The word is out, and people are seeking our expert guidance!

Wealthrive’s Chief Tax Strategist developed a program to enable taxpayers to slash income (and taxes) by 60%!   We expect it to become a go-to tool for many of our clients for 2025.

Freedom Family Office added Stacy Culotta, CFP®, an experienced advisor who is bringing with her a few dozen families she worked with previously, while also providing additional capacity to serve existing and new clients.

I shared my experience with my own chapter, YPO Mosaic, the “YPO Agency Exits” program in NYC, EOArizona and Entrepreneurs’​ Organization (EO) Tampa Bay, a new group for me, The Founders Club, and three forums. Plus, I recorded podcasts with my brother Andy Rosenfarb, ND, DTCM, L.Ac., an old friend, Ed Delia, PCM, and others on my book and celebrity estate plans. The Founders Club event was so fun that I hosted a mastermind on The Ark for their members.

After 13 years, my EO Forum, The Executioners, disbanded—a bittersweet end to a formative journey. I remain active and committed to EO, celebrating long term friendships at our chapter’s tenured member dinner as well as learning and growing at my real estate forum retreat.

Although we missed Eda and Cliff Viner Community Scholars annual event – where over 50 students received their scholarships – we committed to another deserving student. (We’ll now have 4 kids in college!) In a small world story, our new student’s father passed unexpectedly years ago, and I was introduced to her mother by a mutual friend and helped her get situated financially. Over a decade later, being able to support her daughter’s education feels profoundly rewarding.

After years of being qualified, I started testosterone replacement therapy. No measurable results yet, but an unfortunate coincidence – a heel spur – kept me off my feet for a few weeks. My weight crept up as a result of this as well as the endless stream of end of school year parties. I’m staying vigilant to keep it in check and renewing my commitment to my “fit-at-50” goal.

Jared was sidelined by an ongoing ankle injury, which caused him to miss his final soccer games. A proud parent moment was when his coach praised his grit and leadership at Senior Night. He looked all grown up taking his girlfriend to prom, celebrated graduation on The Ark with nine of the guests also FSU-bound and enjoyed orientation. We hosted a cap and gown picture party for Jared’s best friends all going to FSU before dropping him at college for two summer classes.

Eden dazzled at her dance recital, celebrated 8th grade graduation on The Ark, earned NJHS honors, and visited NYC to stay with her grandparents (her last sleepover was eight years ago) before heading to her beloved summer camp.

Passover brought prayers for hostages, again, unfortunately. My parents’ visited for my birthday and Jared’s graduation, which was a welcome treat. We had a bunch of family time with a Father’s Day cruise, birthday meals, and my father-in-law “DJ Danny” debuted for an Israeli group in Boca.

From scaling to cherishing family rites, this quarter reminded me to live fully – balancing ambition with gratitude. Here’s to more adventures in Q3!

With love,

Noah B. Rosenfarb, CPA | My LinkedIn Profile | My Speaker Profile