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In Part 9 of The Rockefeller Method series, Darren and Christina break down the most overlooked part of wealth building: your team. They reveal how wealthy families like the Rockefellers use a family office mindset, coordinated advisors, and clear governance to protect wealth for generations.

You'll learn why most Canadians focus only on products, while the rich obsess over alignment between accountants, lawyers, planners, and insurance specialists. They also show how to apply this in Canada using corporate-owned life insurance, the capital dividend account (CDA), and high cash value policies.

Show notes:

00:00 - Introduction

01:11 - Products Are NOT a Plan — Team Coordination Is

03:01 - Fragmentation: The Silent Killer of Wealth

05:01 - How the Rockefellers Built Their Family Office

07:01 - The Cost of Bad Advice + Money Magnifies Errors

09:31 - Preparing Heirs: Why Money Magnifies Who You Are

11:46 - Canadian vs. U.S. Rockefeller Method Differences

13:31 - Step 1: High Cash Value Life Insurance Foundation

15:31 - Corporate-Owned Policies & The Power of CDA

17:31- Generation 2 Policies + Cascading Tax-Free

20:11 - Trusts in Canada: Doing It the Right Way

22:31 - Different Plans for Different Families

25:01 - The Trustee & Board of Trustees: Your Team After You're Gone

27:01 - The CEO of the Family Wealth System: YOU

29:01- Final Takeaways: Start With the Foundation, Build Over Time

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Thank you for tuning in to this episode. The information contained in this podcast is for informational and entertainment purposes only, and is separate and apart from the wealth coach services provided by Darren Mitchell and Associates, Inc. To its qualified clients, Control and Compound Financial expressly disclaims any and all liability or responsibility for any direct, indirect, incidental or any other damages arising out of any individual's use of this podcast or the information in it.

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