What Would the Wealthy Do?
Free digital edition · Individual print copies unavailable
Build a Family Legacy Around What Matters to You
Build a family legacy around shared values, coordinated planning, and financial tools that support future generations.
What Would the Wealthy Do? explores family offices, trusts, insurance, family retreats, and a family constitution.
By Garrett Gunderson and Michael Isom.
Individual print copies are currently unavailable. The updated digital edition is free.
Your legacy is about more than the money you leave behind. It includes the values, skills, and opportunities you share with your family.
Explore ways to coordinate your financial professionals, prepare future generations, and build a plan around what matters to you.
READ THIS BOOK TO LEARN HOW TO:
Explore how family banking can support a coordinated financial plan.
Identify financial leaks and consider ways to improve your cash flow.
Understand the role of savings and access to capital.
Consider how retirement income and legacy goals fit together.
Evaluate the cost of financing major purchases.
Learn how policy loans work, including their costs and tradeoffs.
Connect your financial decisions with the life you want to live.
Explore trusts and professional planning for your family.
Discuss shared family values and responsible stewardship.
Prepare future generations to use opportunities thoughtfully.
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