Family Banking & Legacy
Discover how families can coordinate capital, teach financial responsibility, and create systems that extend beyond one lifetime. This hub covers family banking, multigenerational wealth, estate planning, inheritance, and preparing heirs for stewardship.
Do you want to build a family banking system that will provide capital to you and future generations? Come see behind the scenes as we talk about our Marshall Family Bank in real-time. Today, we discuss why we added another whole life insurance policy, how our cash value is growing, and our vision for using…
When we first started talking about estate planning with life insurance, it was because we saw a massive disconnect in how families were thinking about their wealth. Not just the numbers. But the purpose behind it. Bruce and I were in the middle of one of our deeper conversations—talking through how most people think life…
What do the St. Louis Rams and Prince have in common? Their stories illustrate the pros and cons of ILIT insurance – or, more accurately, what happens when estate planning tools like an ILIT aren’t used at all. They both became cautionary tales of what happens when estate planning falls short. When Georgia Frontiere passed…
It’s a quiet evening. Snow begins to blanket the ground as the roads grow slick with ice. You’re driving home late at night, carefully navigating the treacherous conditions. Thoughts race through your mind. What if you couldn’t make it home? Would your family be taken care of? It’s a stark question we often avoid, but…
When was the last time you were completely captivated by a story? For me, it was years ago, when I first listened to a book that changed my entire perspective on the power of storytelling. It wasn’t just entertainment; it was a mirror reflecting truths I hadn’t yet acknowledged, lessons I hadn’t fully learned, and…
Imagine a world where your family’s financial future is not dictated by banks but built by you. What if you could create a self-sustaining system provides security and offers opportunities for generations to come? For us, this is not just a concept—it’s our reality through family banking. Let us take you on a journey into…
Imagine two families, both immensely wealthy at the height of their fortunes. One family, the Vanderbilts, saw their immense wealth squandered within just a few generations. By the time they held their first family reunion a century later, not a single millionaire remained among them. In contrast, the Rockefeller family has continued to grow its…
Join us as we explore the critical importance of preserving your family history. During a recent conversation with Mark Anderson and Hadley Grow from Anderson Archival, we delved into the incredible impact of documenting and safeguarding your family’s legacy. Whether it’s through photos, letters, or oral histories, preserving these memories is essential for passing down…
Have you ever had a moment where you suddenly realized that what truly matters isn’t all the hustle, the accomplishments, or even the legacy you’re trying so hard to build? That was Josh, standing in his driveway on a vacation in Florida, juggling his entrepreneurial dreams while feeling the weight of parenting. He was caught…
Many people aspire to build wealth that outlasts their lifetime, but the path to creating true generational wealth is often misunderstood. It’s not just about leaving behind a pile of money for your children to inherit. It’s about setting up a system that enables your family to continue growing that wealth, generation after generation, while…
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