Generational Family Wealth
Top Generational Wealth Building Strategies – Lessons from Legendary Families
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…
Read MoreLeaving an Inheritance to My Great-Grandchildren
Do you want to give your kids the best possible chance at life, but you’re afraid of spoiling them, or worse? Are you concerned that leaving an inheritance will only end in disaster? Learn why “leaving an inheritance to my great-grandchildren” is a good thing and how to do it. Many parents are undecided about…
Read MoreFamily Business Dynamics, with Savannah Suttle
Do you want to grow and scale a family business, but family business dynamics are getting in the way? Unlock the secrets to harmonizing family business dynamics and business operations with Savannah Suttle from Schema Consulting to reveal the powerful impact of psychotherapy and marriage and family therapy techniques on family-run businesses. You’ll learn how…
Read MoreLeave a Legacy: The Two Essentials for Lasting Impact
Do you want to make a difference that lasts for generations? If you have children or grandchildren that you want to benefit, bless, and uplift, you can make plans now to accomplish that priority. Before you start planning, though, there are two essentials you’ll need. These two components will help you get started and follow…
Read MoreFamily Business Longevity, with Rob Ferguson
Family businesses have a shrinking lifespan. Families in business together face conflicts and challenges that have made it increasingly difficult to build a business that lasts generations. Yet Rob Ferguson, founder of Ferguson Alliance, says that family businesses can live to infinity with the right systems and tools. Today, we’re discussing how the key components…
Read MoreThe Power of Trusts for Generational Wealth with Joel Nagel
If you’re reading this, chances are you’ve already taken the first step towards securing your financial future. But what about the financial futures of your children, grandchildren, or even your great-grandchildren? The journey towards financial stability isn’t a one-generation game; it’s about creating a lasting legacy that will provide for your loved ones long after…
Read MoreEstate Planning 101: Protecting Your Loved Ones
Can you confidently say your family’s financial future is protected? Staring down the barrel of a life-altering moment, I was forced to confront the fragility of existence and the critical importance of having one’s affairs in order. That harrowing experience became a catalyst for today’s soul-searching episode of the Money Advantage podcast, where we navigate…
Read MoreMarshall Family Banking System, Pt. 4
Want to see the real-time historical performance of the Infinite Banking Concept? Usually, when you hear about policy performance, it’s from looking at illustrations. But illustrations aren’t “performance,” they are projections of future growth, based on current dividends and interest. That’s why we love getting the opportunity to share the actual historical performance of Infinite Banking…
Read MoreFamily Summit End-of-Year Strategies: Planning for Multigenerational Success
There’s a saying that “family isn’t just important, it’s everything.” This rings true for my family, the Marshalls, who are committed to creating an enduring legacy that will reach beyond our generation. On a recent episode of our podcast, we gave listeners an intimate look into our yearly tradition – the Marshall Family Summit. Joined…
Read MoreSeven Generations Legacy Book Launch
In this episode, we discuss how our new book, “Seven Generations Legacy,” serves as a guide to creating a lasting legacy for future generations. The discussion emphasized the significance of leaving behind more than just material wealth. In the world of wealth management and estate planning, the term “legacy” is often used to refer to…
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