Building the Legal and Strategic Backbone of Your Family Bank

Once 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)