Keeping The Family (and Wealth) Together for Generations

The research is in and it’s not very heartening. Families and their wealth, on average, only last 3.1 generations from the time the wealth is created until the time the wealth is gone – and the family unit along with it. From a planning perspective, how can we help a family be intentional in addressing their future … the future protection and growth of the family wealth, as well as ways certain high net worth/high impact families have been able to last for generation upon generation.

Join R. J. as he interviews two of the leading philanthropic and family advisors to the wealthy and affluent clients in America … Randy Fox and Bill High. Randy is a third-generation entrepreneur and founder of Life Legacy Case Design, LLC and EzCharitable, LLC an online training resource for professional advisors who wish to expand their capabilities in philanthropic giving. He is also currently the Editor-in-Chief of the Planned Giving Design Center, a national newsletter for philanthropic advisors. Randy was a founding principal of InKnowVision, LLC, a national consulting and marketing firm that developed estate and wealth transfer designs for clients of exceptional wealth. He has also received numerous honors over his career, including the coveted Fithian Leadership Award by the International Association of Advisors in Philanthropy.

Bill High is the CEO of National Christian Foundation Heartland, and formerly a partner with the law firm of Blackwell Sanders, LLP, a national and international law firm. He as also helped to found two technology companies …, the only integrated online donation platform serving the non-profit community, and, an online personal and private family legacy platform which is being used by families around the country. Bill has authored or co-authored numerous books and articles. Most recently, he co-authored a book with David Green, CEO and founder of Hobby Lobby, called, Giving It All Away … And Getting It All Back Again: The Way of Living Generously. Bill is a highly sought-after speaker and was recently named one of America’s Top 25 Philanthropy Speakers for 2017.

Photo by Kelly Sikkema on Unsplash

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