Estate Planning | The Why, Where, What, & How of Generational Wealth
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Estate Planning | The Why, Where, What, & How of Generational Wealth
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About this listen
“Family wealth is like a Jenga tower: it gets taller, more top-heavy, and more fragile without support. The wealth strategies are the scaffolding that keeps the whole thing from falling down.”
Preserving wealth across generations requires strategy, foresight, and a clear understanding of the structures that sustain it. Founders Matt McClintock and Jonathan Mintz unpack the why, what, where, and how of long-term wealth strategy: what role trusts play as flexible scaffolding rather than rigid control, and how thoughtful planning can protect privacy, avoid probate, and support families as circumstances and generations evolve.
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