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.
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…
Rick Randall says that estate planning that works is not the norm, but it does not have to be that way. The goal of estate planning is to dictate how you will transfer the baton of your life’s wealth and wisdom to generations after you. With it, you ensure your legacy will live on, beyond you,…
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