• Here's How the Ultra-Wealthy Set Their Heirs Up for Success

  • Nov 4 2024
  • Length: 21 mins
  • Podcast

Here's How the Ultra-Wealthy Set Their Heirs Up for Success

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  • Summary

  • 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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