Generational Family Wealth
Michael Cole on Wealth, Legacy, and the True Impact of Money
A Story That Changes the Way You See Wealth When Bruce and I sat down with Michael Cole for The Money Advantage Podcast, the conversation didn’t just scratch the surface of wealth management—it went straight to the heart of what wealth really means. Here’s a man who has advised families with an average net worth…
Read MoreSLAT vs ILIT for High Net Worth Estate Planning: Which One Protects Your Legacy Best?
SLAT vs ILIT for High Net Worth Estate Planning isn’t just a legal distinction—it’s a strategic decision that could determine how well your wealth serves your family, both now and for generations to come. We were deep into a conversation with Andrew Howell, one of the foremost estate planning attorneys in the country, when he…
Read MoreEstate Planning with Life Insurance: How to Protect Your Wealth and Prepare Your Family
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…
Read MoreThe Pros and Cons of an ILIT: Is It the Right Move for Your Legacy?
What do the St. Louis Rams and Prince have in common? Their stories illustrate the pros and cons of an ILIT—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 away, her…
Read MoreThe Power of Storytelling with Caleb Breakey: Leaving a Legacy of Values
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…
Read MoreMarshall Family Banking System, Pt. 5 Dec 2025
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…
Read MoreThe Power of Family Meetings: Building a Multigenerational Legacy of Wealth and Unity
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…
Read MorePassing the Torch: Multi-Generational Business Succession Strategies
In seventh grade, Mark Anderson mowed lawns for $3.50 a yard, saving diligently for his first major purchase—his future wife Amy’s engagement ring. Fast forward to today, Mark and Amy Anderson, founders of Anderson Technologies and Anderson Archival, are passing down a much larger legacy: a thriving multi-generational business. Their story, filled with grit, humility,…
Read MorePreserving Your Family History – Mark Anderson & Hadley Grow
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…
Read MoreFamous at Home with Josh Straub
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…
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