Building Generational Wealth: Strategies for Long-Term Financial Success

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In this episode of Inspired Money, we explore the concept of generational wealth with a panel of experts: James E. Hughes Jr., Kirby Rosplock, PhD, Andrew Howell, and Rabbi Daniel Lapin.

Jay Hughes, a respected family governance expert, shares his insights on maintaining human and intellectual capital within family legacies. Dr. Kirby Rosplock, a renowned authority in family office management, discusses essential wealth transfer techniques, while Rabbi Daniel Lapin combines ancient wisdom with modern financial principles to illuminate long-term financial success. Andrew Howell, Co-Founding Partner of York Howell and co-author of "Entrusted: Building a Legacy That Lasts," offers expert advice on holistic estate planning and asset protection for high-net-worth families.

Our guests provide practical advice on creating sustainable wealth, aligning family values with financial goals, and fostering financial literacy among younger generations. Join us for actionable strategies around building wealth that lasts beyond a lifetime, passing on not just assets, but also knowledge, values, and traditions. Whether you're looking to enhance your family's financial security or build a legacy that resonates with your personal beliefs, this episode offers valuable insights for anyone committed to creating and safeguarding intergenerational wealth.

Segments Overview:

1: How to Successfully Transfer Wealth Across Generations: Legacy Building Tips
2: Wealth Transfer and Legacy Planning: Preparing Your Family for the Future
3: Passing the Torch: Strategies for Intergenerational Wealth Transfer
4: Legacy Planning 101: How to Transfer Wealth and Build Family Traditions
5: Securing Your Family’s Legacy: A Guide to Intergenerational Wealth Transfer

🌟 Meet Our Guests 🌟

James E. Hughes Jr. is a renowned author, speaker, and family governance expert, specializing in managing generational family wealth and fostering non-material aspects of legacy such as human and intellectual capital.

Kirby Rosplock, PhD, is the founder and CEO of Tamarind Partners, a leading family office consultancy, and a recognized expert in family wealth management, known for her books The Complete Family Office Handbook and The Complete Direct Investing Handbook.

Andrew Howell is the Co-Founding Partner of York Howell and co-author of "Entrusted: Building a Legacy That Lasts," specializing in estate planning, asset protection, and holistic wealth transfer strategies for high-net-worth families.

Rabbi Daniel Lapin is a renowned author and financial expert, best known for his best-selling book "Thou Shall Prosper," which combines ancient Jewish wisdom with modern financial principles to help individuals build wealth and lasting legacies.

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🎥🌍📢 Co-Creating Podcasting Experiences!
Creative Collaborative Media Design

Episode Credits:
Host: Andy W
Animation and Design: Chad Lawrence
Executive Producer / Showrunner / Live Stream Editor: Bradley Jon Eaglefeather


🔖🌟 Remember to like, subscribe, and share the episode with your friends and family. Let's spread the inspiration and positive impact together! 🤝✨
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