Multigenerational Wealth

Explore how families can build wealth that lasts beyond one generation. These resources address family capital, legacy, stewardship, values, communication, and the systems needed to prepare heirs to preserve and expand what they receive.

Complete Family Wealth, with Keith Whitaker

By Rachel Marshall / September 7, 2020 / Comments Off on Complete Family Wealth, with Keith Whitaker

Will the work you do create a foundation for your kids and grandkids to prosper? Then how do you create long-term complete family wealth that does the most good for as long as possible?  How do you make sure the money you make, the business you build, and the real estate and investments you acquire…

Family Values: The Starting Point of a Legacy, with Richard Wilson

By Rachel Marshall / August 17, 2020 / Comments Off on Family Values: The Starting Point of a Legacy, with Richard Wilson

If you want to create a legacy of wealth, the starting point is a strong culture of family values. That’s because having the greatest impact and doing the most for your children hinge on their character and self-leadership. And their character and self-leadership depend on yours – your example, your relationship, and your communication. So…

Estate Plans that Transcend Generations with Andrew Howell

By Rachel Marshall / August 10, 2020 / Comments Off on Estate Plans that Transcend Generations with Andrew Howell

Do you want to leave a legacy with an estate plan that transfers wealth and empowers the next generation? Find someone who is helping others do it successfully. And that means tailoring a customized, bespoke plan specifically to your family. Today, we’re talking with highly recognized estate planning attorney, Andrew Howell, about the principles and wisdom…

The Conversation Between Generations

By Rachel Marshall / July 27, 2020 / Comments Off on The Conversation Between Generations

Do you want to leave a legacy for future generations to come, but worry about the gift corrupting them?  Are you hoping to pass on meaning even more than the money itself?  Do you wonder how to start the conversation? Do you worry if family dynamics will prevent you from communicating your points clearly and…

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