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Here's How the Ultra-Wealthy Set Their Heirs Up for Success
Manage episode 448472001 series 2834060
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Many families have plans to pass along some of their wealth to children and grandchildren. But what about passing on financial values, a sense of purpose and possibility, and other family legacy concerns?
On the latest episode of Advance Your Wealth, we’re taking a look at how legacy planning can potentially help both the people transferring their wealth and the people receiving it.
Chapters:
0:00 - Introduction and overview on the topic of the day
1:06 - Estate planning and wealth planning conversations don't go far enough
2:56 - What can we learn from the ultra-wealthy families out there?
4:15 - Addressing the tension created in these moments
5:52 - Steps to instill values before transferring wealth
7:09 - The importance of discussing wealth a lot over time
9:11 - Advice on getting these important conversations started
11:29 - Steps you can take to begin discussing values and living them
14:17 - What if you have a very large family?
17:41 - How to get in touch with Homer's team
18:37 - Closing remarks
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