Designing a Family Bank That Actually Lasts

Most 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)