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Family Wealth & Estate PlanningÂ
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Building the wealth was hard. Transferring it without breaking the family is harder.
Estate strategies, tax structures, and the family conversations that have to happen alongside them. Real episodes on trusts, gifting, inheritance, and how to plan in a way that preserves both the assets and the relationships.
⏤ Top Episode for this Topic
What Wealthy Parents Must Teach Their Children EarlyÂ
 Episode 131 |  Jeff Savlov
If you’re giving your kids everything you never had, find out what they may be missing.
Read MoreFamilies think they’re preparing for a wealth transfer or a business transfer, but they’re actually stepping into a multi-dimensional transition they haven’t yet mapped out.
⏤ The Archive
Everything on Family Wealth & Estate Planning
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EPISODE #128Common Mistakes During Family Business Estate Planning
Jim Grubman joins The Family Biz Show to discuss family wealth, estate planning, legacy, and long-term family business continuity.
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EPISODE #116Building a Family Office That Lasts: Lessons in Wealth, Legacy & Leadership
Scott Sasslow joins The Family Biz Show to discuss family wealth, estate planning, legacy, and long-term family business continuity.
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EPISODE #112When Does a Family Business Need a Family Office?
Peter Moustakerski joins The Family Biz Show to discuss family wealth, estate planning, legacy, and long-term family business continuity.
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You Built Something Worth Protecting.
Let's make sure the family, the business and the wealth are all working toward the same future.
