What happens when families transfer wealth without preparing the next generation to steward it well? In this episode of Money to Give, Rick Peck sits down with Rob Zeeb to explore the emotional, relational, and philanthropic side of wealth transfer. Drawing from his experience as a former estate planning attorney, Rob shares the pivotal story that transformed his career — witnessing a carefully structured fortune passed down successfully from a legal and tax perspective, only to create devastating personal consequences because the heirs were unprepared for the responsibility that came with it.

Rob explains why true legacy is about far more than money and documents. He discusses how successful families intentionally build cultures of communication, trust, mentoring, and shared purpose across generations. The episode also explores family purpose statements, philanthropy as a teaching tool, experiential learning for children and young adults, and the growing differences between generations when it comes to giving, accountability, and impact. Whether you are part of a high-net-worth family, a professional advisor, nonprofit leader, or simply someone hoping to pass meaningful values on to future generations, this episode offers thoughtful and practical insights on how intentional conversations today can shape families for decades to come.



Contact Rick Peck:
Website: https://www.thephilanthropyguy.com
Email: [email protected]
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Contact Rob Zeeb:
Website: Genacy
Website: The Heritage Institute
Email: [email protected]
LinkedIn: Rod Zeeb