0
Generations and it's gone.
The average point at which most family wealth is lost without proper planning.
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1
The Real Problem with Wealth Transfer
When wealth changes hands without the knowledge and skills that created it, the problems often start immediately.
2
What Most Family Banking Books Miss
Many so-called “family banking” books don’t tell the whole story. They eventually boil down to one strategy: buy a cash-value life insurance. That’s not a family bank— that’s a sales pitch for insurance.
3
What You’ll Learn in This Book
The most common mistakes families make with inherited wealth, and how to avoid them. How to set up a structure that motivates participation without creating conflict. How to pass on attitudes, skills, and abilities—not just money. Why flexibility is critical to long-term success. How to design a bank that endures for 100 years or more.
1
The Real Problem with Wealth Transfer
When wealth changes hands without the knowledge and skills that created it, the problems often start immediately.
2
What Most Family Banking Books Miss
Many so-called “family banking” books don’t tell the whole story. They eventually boil down to one strategy: buy a cash-value life insurance. That’s not a family bank— that’s a sales pitch for insurance.
3
What You’ll Learn in This Book
The most common mistakes families make with inherited wealth, and how to avoid them. How to set up a structure that motivates participation without creating conflict. How to pass on attitudes, skills, and abilities—not just money. Why flexibility is critical to long-term success. How to design a bank that endures for 100 years or more.
1
The Real Problem with Wealth Transfer
When wealth changes hands without the knowledge and skills that created it, the problems often start immediately.
2
What Most Family Banking Books Miss
Many so-called “family banking” books don’t tell the whole story. They eventually boil down to one strategy: buy a cash-value life insurance. That’s not a family bank— that’s a sales pitch for insurance.
3
What You’ll Learn in This Book
The most common mistakes families make with inherited wealth, and how to avoid them. How to set up a structure that motivates participation without creating conflict. How to pass on attitudes, skills, and abilities—not just money. Why flexibility is critical to long-term success. How to design a bank that endures for 100 years or more.
2025
A Legacy Bank is more than money...
It is a bridge between generations — a way for your story, your values, and your sacrifices to echo long after you’re gone. Money on its own can divide, but a Family Bank turns wealth into a shared mission. It teaches responsibility, rewards initiative, and keeps opportunities alive for those who will never meet you but will live with the impact of your choices. When done right, it is not just an inheritance — it is a living legacy, built to unite rather than divide.
Whether it’s your home, office, or a commercial project, we are always dedicated to bringing your vision to life. Our numbers speak better than words:
Whether it’s your home, office, or a commercial project, we are always dedicated to bringing your vision to life. Our numbers speak better than words:
0
Generations and it's gone.
The average point at which most family wealth is lost without proper planning.
0
Generations and it's gone.
The average point at which most family wealth is lost without proper planning.
2010
Trillions will transfer
By 2045, 3 trillion in wealth will be transferred from one generation to the next.
2010
Trillions will transfer
By 2045, 3 trillion in wealth will be transferred from one generation to the next.
2010
Trillions will transfer
By 2045, 3 trillion in wealth will be transferred from one generation to the next.
0
In 10 wealthy families, have no plan
You deserve more than a memory, you deserve a legacy
0
In 10 wealthy families, have no plan
You deserve more than a memory, you deserve a legacy
0
In 10 wealthy families, have no plan
You deserve more than a memory, you deserve a legacy
25
Years —
the typical time horizon of a well-structured family legacy plan.
25
Years —
the typical time horizon of a well-structured family legacy plan.
25
Years —
the typical time horizon of a well-structured family legacy plan.
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