What we’re about
Welcome to the Cincinnati Wealth & Legacy Building Meetup! This group is for individuals who are passionate about achieving financial success and creating a long-lasting legacy for themselves and their loved ones.
Whether you're interested in investing, private money lending or other wealth-building strategies, this group is the perfect place to connect with like-minded individuals, share ideas, and learn from experts in the field.
Join us for networking events and discussions to take your wealth and legacy to the next level. Let's build a bright financial future together!
Upcoming events
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•OnlineDesigning a Family Bank That Actually Lasts
OnlineMost families jump straight to financial products and structures. Trusts, accounts, policies.
And that is exactly why wealth rarely survives more than one or two generations.
This is the first Lunch & Learn in our 3-part Family Bank Strategy series where we'll focus on clarity before complexity. Because a Family Bank only works when the people involved are aligned before the money is.
In this session, we will explore:
- Why wealth rarely survives generations
- The difference between inheritance and stewardship
- How values, rules, and expectations shape long-term outcomes
- The role of a Family Constitution as the guiding “why”
- Family Governance as the decision-making “how”
- The Legacy Loop: Teach → Model → Empower → Repeat
This session is about building shared understanding and intention before any legal or financial tools are introduced.
Key takeaway:
Structure starts with people, not products.
Date: January 13, 2026
Time: 12:00 pm to 1:00pm EST
Location: Online (Zoom)2 attendees
•OnlineBuilding the Legal and Strategic Backbone of Your Family Bank
OnlineOnce values and vision are clear, structure becomes important. But more structure does not automatically mean better structure.
This is the second session in our Family Bank Strategy Lunch & Learn series where we'll focus on understanding the legal and strategic tools behind a Family Bank and how to use them appropriately, without overcomplication.
In this session, we will cover:
- What trusts are actually for and what they are not
- The differences between living trusts, irrevocable trusts, and dynasty trusts
- When complexity is earned and when it creates friction
- How trusts provide control and protection when used correctly
- How to avoid building a structure that does not fit your current stage
This session is designed to help you make informed decisions instead of reacting to fear, sales pressure, or generic advice.
Key takeaway:
Know what stage you are in and choose the structure that fits now.
Date: January 20, 2026
Time: 12:00pm - 1:00pm EST
Location: Online (Zoom)2 attendees
•OnlineKeeping Money in Motion Across Generations
OnlineThis is where the Family Bank comes to life.
In this final Lunch & Learn, we focus on how the system works in real life. Not just how it looks on paper, but how money actually flows inside a Family Bank day to day and across generations.
In this session, we will explore:
- How a Family Bank functions in practice
- Capital flow inside the family system
- Loans versus gifts and why responsibility matters
- Insurance as infrastructure, not an investment
- Recapitalization and long-term liquidity planning
This session ties everything together and shows how families design financial systems that continue to function long after the original founders are gone.
Key takeaway:
A clear vision for a multi-generational financial system that does not die with the founders.
Date: January 27, 2026
Time: 12:00pm - 1:00pm EST
Location: Online (Zoom)2 attendees
Past events
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