Lutz Talk Business

56. Sustaining Family Wealth from Generation to Generation

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Family Office Services Director, Lisa Strutzel. In this episode, you will learn about passing family wealth between generations! The conversation helps answer the following questions:

  • Explain what it means to sustain family wealth and why it’s important.
  • What are the main reasons families don’t succeed in sustaining wealth?
  • How can families build and sustain wealth?
  • What role does the Family Office play?
  • Who else should be involved in this process?

    • Resources:

    • Raising Financially Fit Kids by Joline Godfrey https://www.amazon.com/Raising-Financially-Fit-Kids-Revised-ebook/dp/B00ALBR6Q4
  • How to Turn $100 Into $1,000,000 by James McKenna and Jeannine Glista https://www.amazon.com/How-Turn-100-into-000-ebook/dp/B015X2PG3K/ref=sr_1_1?crid=3QSKC4HGAPJRR&keywords=how+to+turn+100+into+1%2C000%2C000&qid=1650900639&s=digital-text&sprefix=how+to+turn+%2Cdigital-text%2C86&sr=1-1
  • Fantastic Family Meetings by Lisa Strutzel https://www.lutz.us/fantastic-family-meetings-the-key-is-in-the-planning/
  • Resilience Resources from the MacDermott Method https://www.macdermottmethod.com/lisastrutzel
  • Generosity Resources from I Like Giving https://www.ilikegiving.com/

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