Keeping Money in Motion Across Generations

This 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)