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.
Have you ever paused to ponder the legacy you’re creating, the inheritance you’re accumulating, or the lasting impression you’re leaving behind? The question of whether you should leave an inheritance often brings up complex emotions and practical concerns. The thought can be heavy, even daunting – but it’s a conversation worth having. With a focus…
In this episode of the Money Advantage podcast, we explore how to avoid the pitfalls of leaving an inheritance and ensure you leave a positive impact on future generations through intentional wealth management and legacy planning. Inheritance, a transfer of wealth from one generation to another, can be a double-edged sword. On one hand, it…
You only have 18 summers with your kids. How will you make them count? Today, we’re talking with Jim Sheils of 18 Summers and author of The Family Boardroom. We’re digging into how you—the entrepreneur, business owner, and busy parent—can deepen your relationship with your child. So, if you want to create lifelong connections, trust,…
Do you want to build your family bank that will provide capital to you and future generations? Come see behind the scenes as we talk about our Marshall Family Banking System in real-time. Today, we’re updating you in real-time to show the impacts of paying another year of premium, how our cash value is growing, and…
For an intended multigenerational family business to last past the first generation, the family must become a successful team. Professor, organizational consultant, family therapist, and family business consultant Dr. Dennis Jaffe joins us today. He has helped families overcome challenges that impede successfully transferring businesses, wealth, value, commitments, and legacies across generations. So, if you…
Culture matters in the corporate world. It drives profitability and retention, reduces turnover, and leads to higher job satisfaction. But the family is an arena where the stakes are even higher. Without a strong family culture, all your plans, strategy, and even your legacy will fall apart. That’s why it’s time to dedicate yourself to…
Every family has a culture, but those that leave their culture to accident rarely end up lasting across the generations. Mitzi Perdue shares the wisdom of successful multi-generational families, as she connects two business titan families with a collective 276 years of staying together as a family. She’s a businesswoman, speaker, and anti-trafficking advocate. Mitzi…
We often talk about multigenerational legacy and multigenerational wealth, but beneath it, you need a multigenerational family team. Not just in name, but a strong team deeply committed to flourishing for generations. Jeremy Pryor, Partner and Co-Founder of Family Teams, is helping families build a multigenerational team on a mission. They help parents think of…
Do you want to write the perfect letter to your kids, but don’t know exactly where to start, what to say, or how to share your heart best? Legacy Letters solve this problem. Blake Brewer is on a mission to help 1 million dads write at least one well-written, meaningful, lasting Legacy Letter to their…
What does ancient Jewish wisdom reveal about successful family enterprise and leaving a legacy? Today, we’re talking with Rabbi Daniel Lapin. He is the author of Thou Shalt Prosper—Ten Commandments for Making Money, and Business Secrets from the Bible. In this conversation, we’re digging into ancient Jewish wisdom for successful families, and how to navigate…
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