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. Start with the Legacy Planning Formula.
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…
Do you want to accumulate reserves and investible capital where it’s safe and liquid, so you have the cash to invest in the widest range of circumstances? Come behind the scenes as we talk about our Marshall Family Bank in real-time. Today, we’re talking about our recent whole life insurance policy conversion with a 1035…
How do you raise confident, successful, happy children who use their uniqueness to contribute the most in the world? What kind of family leadership do you need, so that you build strong families? And what is the secret to generational family wealth, really? Parenting is one of the most complex tasks we will ever face.…
This week, we welcome John Moriarty back to the Money Advantage Podcast. In Part 1, we talked about building a family bank on a conceptual level. Now, we pull in real facts and figures to show you how private family banking looks in action. If you have considered implementing family banking and didn’t know where…
Considering estate planning, but not sure how to make it work best for your family? Wondering how to balance your unique age, stage, personalities, and goals? Does estate planning feel constrictive, or your ambitions seem bigger than what you can accommodate with a finite plan? Do you wonder how you could possibly know what’s best…
Today, we’re talking with Andrew Weinhaus about why you need an estate plan. He’s an attorney who has worked in estate planning for 30 years. That means he knows it like the back of his hand. So, you get the tremendous value of hearing about estate planning in a way that’s relatable, plain and simple!…
Do you want extraordinary relationships with your kids? Are you longing to build a family that’s strong and enduring, living life on purpose? Building family wealth is so much more than being a family with a lot of money. So, if you aspire to do the most for your family, start with the building blocks.…
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…
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…
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…
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