📙 The Great Global Wealth Shift

📖 Reading Guide for The Great Global Wealth Shift

This is not just a book.

This work provides you with the key concepts to reflect on and understand the principles behind global wealth dynamics.

Each sentence is more than information—
it's a challenge to reshape your thinking.

Read every line carefully.
Face the present reality,
and begin to envision the world that is coming.

Don’t just skim through.
At the end of each chapter, ask yourself:

“Where am I right now?”
“Am I truly prepared to move to the next stage?”

The goal of this book is not to give you more data.
It is to spark mental transformation and inspire decisive action.

The journey from Ordinary to Dynasty
begins with your thoughts—right here, right now.

“The Great Global Wealth Shift is not just about wealth—
it’s a practical roadmap for those who aim to build legacies.
From asset management and cross-border mobility
to family dynasties and sovereign strategies,
this book guides you through a real-world journey.
Now, it’s time to begin yours. From Ordinary to Dynasty.”

👤 About the Author｜stclogic

Global Asset Strategist and Future Dynasty Design Consultant.
For many years, stclogic has studied the structures of wealthy global families and family offices,
designing strategies for global asset management, education, migration, and legacy succession.

As a specialist who offers realistic yet forward-looking roadmaps,
stclogic presents in The Great Global Wealth Shift how individuals and families can go beyond “wealth”
to build sustainable dynasties for generations to come.

📄 Copyright Notice

Copyright © 2025 by stclogic
All rights reserved. No part of this publication may be reproduced, distributed, or transmitted in any form or by any means, without prior written permission of the publisher.
Published by Upaper.

📘 Prologue

The world is now in the midst of a silent yet massive transformation.
The global flow of wealth is shifting.

The rules of past investments, principles of inheritance,
and traditional wealth management no longer guarantee the future.

Rockefeller, Rothschild, the Thai Royal Family—
how did they preserve wealth and power through the tides of history?

This is not merely a book on economics.
It is a roadmap to wealth architecture and dynasty design.

· Wealth protection and growth
· Global migration and risk diversification
· Education for heirs and the Family Constitution
· Establishing a Family Office
· And ultimately, completing the Dynasty

From Ordinary to Dynasty.
Be not a bystander, but the one who moves.

This book is the first step of your journey.

📚 Table of Contents｜The Great Global Wealth Shift

Part 1: The Beginning of Wealth — Know Where You Stand

• 1.1 Global Asset Distribution and the Reality of Class Structure
• 1.2 The 7 Levels of Wealth: From Average Families to the 0.0000001%
• 1.3 Self-Assessment Checklist
• 1.4 Setting Goals by Wealth Level

Part 2: Safe Asset Management — Survival and Accumulation

• 2.1 First Asset Building Strategies — Stability vs Growth
• 2.2 Understanding Global Banking and Insurance Systems
• 2.3 Transnational Asset Movement and Regulatory Evasion
• 2.4 Cross-Border Finance and Tax Optimization

Part 3: Children’s Education — The Family’s First Investment

• 3.1 Elite Education vs Standard Education
• 3.2 Global Education Migration Strategy
• 3.3 Managing Human Capital (Children as Assets)

Part 4: Securing Political Stability — Diversifying Risk

• 4.1 Understanding Global Political Instability Indexes
• 4.2 Country Risk Management
• 4.3 Multi-Citizenship Strategies

Part 5: Upgrading Lifestyle — Qualitative Expansion

• 5.1 Global Migration Guide — Custom Strategies by Asset and Purpose
• 5.2 Comparing Safety, Education, Healthcare, and Culture
• 5.3 Building a Second Home — Parallel Strategy for Residence and Investment

Part 6: Wealth-Building Techniques — Grow Your Capital

• 6.1 Strategic Asset Allocation
• 6.2 Private Equity, Venture Capital, and Blockchain Investment Strategies
• 6.3 Roadmap to Building a Family Office

Part 7: Building a Dynasty — Establishing Global Influence

• 7.1 Benchmarking the Thai Dynasty and the Rothschild Family
• 7.2 Exercising Influence in the Global Market
• 7.3 Sustainable Systems for the Next Generation

Appendix & Overview

• Appendix
• Overview

Part 1: The Beginning of Wealth — Know Where You Stand

1.1 Global Wealth Distribution and the Reality of Class Structure

The world is far more unequal than most people realize.
The top 0.0000001% controls a majority of the world’s assets,
while the majority of people remain passive observers of that flow.

• 90% of global wealth is owned by the top 10%
• The top 0.1% holds real economic power in the global economy
• The remaining 99% live under their influence

Core Message:
“Whether you realize it or not,
you are already part of the Great Global Wealth Shift.
The only question is: Are you prepared to ride the wave?”

1.2 The 7 Levels of Wealth: From Average Families to the Top 0.0000001%

1.3 Where Do You Stand? Checklist

• What is your total net worth?
• Do you hold assets in only one country?
• Do you have a global investment or migration strategy?
• Where do you see your assets/position in 5 years?

Interpretation:
If you pause at question 1 or 2 → early stage.
If you’re preparing for 3 and 4 → you're entering elite territory.

1.4 Setting Goals by Wealth Level

• Early Stage (Middle Class or Lower):
  Aim for $1M net worth. Learn about global finance. Consider migration options.
• Upper-Middle ($1M–$10M):
  Optimize taxes. Diversify across countries. Prepare for a family office.
• Upper Class ($10M+):
  Build global networks. Plan education and legacy succession.

Core Message:
“Face your current position with honesty.
Your Global Wealth Shift begins there.”

Part 1 Checkpoint Quiz

Q1. Is your asset portfolio globally diversified?
✔ Yes / ❌ No

Q2. Are you preparing a global education plan for your children/family?
✔ Yes / ❌ No

Q3. Are you aware of the tax risks on your assets?
✔ Yes / ❌ No

Result:
If you answered “No” to 2 or more → it’s time to take action.

Part 2: Secure Asset Management – Survival and Accumulation

Core Strategies for Global Asset Defense

2.1 Initial Asset Formation Strategy – Stability vs Growth

The beginning of asset management always starts with a “choice.”
Will you protect your assets steadily, or will you actively grow them?

Strategy Types

• Stability Strategy: Investment in deposits with global banks, bonds, and prime real estate. The top priority is "not losing".
• Growth Strategy: Investment in stock markets, venture capital, and emerging markets. Accepts a certain level of risk for “rapid growth”.

Key Message

Asset management is not gambling.
Ensure “survival” first, then aim for “growth”.

2.2 Understanding Global Banking and Insurance Systems

To manage assets globally, you must understand the financial infrastructure that transcends borders.

• Global Banking System: HSBC, Credit Suisse, Citi Private Bank, etc. Asset movement and diversification through multinational accounts.
• Insurance System: Life insurance and trust-based legacy planning. Essential tools for risk hedging and succession planning.

Notes

• Understanding of regulations like FATCA and CRS is essential
• The key is not asset "concealment" but building a “legal protection strategy”

2.3 Supranational Asset Movement and Regulatory Evasion Strategy

The core of global asset movement lies in “legitimate regulatory avoidance”.

• Utilization of Financial Hub Nations: Singapore, Hong Kong, Dubai, Zurich
• Tax Arbitrage by Country: Tax optimization via company incorporation and trust setup
• Multi-currency Asset Management: Diversify forex risk using USD, EUR, SGD, CHF, etc.

Key Message

National borders belong to states,
but wealth belongs to the wise.

2.4 Cross-border Finance and Tax Optimization

True wealth holders focus more on “preserving” than just “earning”.
Especially, tax optimization is the most powerful tool to defend wealth.

• Utilization of Tax Treaties: Reduce global tax burdens via Double Taxation Agreements (DTA)
• Designing International Trusts (Offshore Trusts): Preemptively block inheritance and gift taxes through strategic planning
• Global Real Estate Portfolio: Simultaneously pursue asset concealment and growth through international real estate

Checkpoint Tip

Lowering tax risk by 1% can have the same effect as raising returns by 10%.

Part 2 Checkpoint Quiz

• Q1. Do you currently diversify over 30% of your assets globally?
  ▶ Yes / No
• Q2. Do you understand and use overseas banking/insurance products?
  ▶ Yes / No
• Q3. Are you aware of the global tax rules that apply to your assets?
  ▶ Yes / No

Result Interpretation

If you answered “No” to 2 or more → Urgent need to build a global asset protection strategy.
Start preparing now to successfully pass the “survival” phase of wealth.

Part 3: Children's Education – The First Investment of the Dynasty

Global Flow of Wealth

3.1 Elite Education vs General Education

Education is the second pillar of dynasty design, following asset management.
The sustainability of a dynasty ultimately depends on its people.

Elite Education:
Curriculum for the top 0.01% in the world
Focus on global leadership, financial literacy, political insight, and cultural competence
Prestigious institutions such as Eton College, Harvard University, INSEAD, Oxford University

General Education:
Provides average skill sets
Curriculum limited to specific regions or countries

Core Message:
"Human capital is wealth. What you teach the next generation determines the future of the dynasty."

3.2 Global Educational Migration Strategy

Simply sending children to good schools is not enough.
A holistic environment including nationality, language, and global networks must be provided.

• Key countries for educational migration: USA, UK, Switzerland, Singapore, Australia, Canada
• Strategic Points: Acquisition of nationality and citizenship (secondary citizenship)
• Language acquisition (English + Chinese/Spanish bilingualism)
• Integration into regional communities and global networks

Additional Points:
Focused investment in curriculums related to next-gen finance, law, and technology
Parallel development of soft skills such as leadership, negotiation, and creativity

Core Message:
"A global family must be raised in a global environment.
Borders should not be obstacles but launchpads."

3.3 Managing Human Capital (Children as Assets)

Modern wealthy families see children not just as heirs,
but as assets to be developed systematically.

• Operation of a Private Family Academy: Lessons in economics, finance, law, history, leadership
• Engaging external lecturers, project-based experiential learning
• Family Training Program: Adolescence – hands-on investment/management training
• University years – startup and philanthropy foundation experience
• Adulthood – participation in the management of the family office
• Internal Mentoring System: Senior generations coach junior members

Checkpoint Insight:
"Raising one child properly can be equivalent to acquiring $100 million in future assets."

Part 3 Checkpoint Quiz

Interpretation of Results:
"If you answered ‘No’ to two or more questions → Your family’s future may be at risk."