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In this episode of The Mack Podcast, Brian Adams sits down with Frazer Rice, Director of Family Office Services at Next Capital Management, to discuss what happens after trusts and estate plans are established. Their conversation explores how families can prepare beneficiaries to understand wealth, responsibility, and stewardship long before they inherit assets. They examine the importance of financial education, communicating the purpose behind estate planning structures, introducing beneficiaries to fiduciaries and advisors, and helping younger generations develop a sense of responsibility that extends beyond personal wealth.
To learn more about Mack International, please visit www.mackinternational.com
This episode is sponsored by In Three Generations.
In Three Generations provides education and coaching for individuals and families with significant financial means, helping both leading and rising generations navigate wealth with confidence, clarity, and intention.
Learn more at inthreegenerations.com
By Brian Adams5
77 ratings
In this episode of The Mack Podcast, Brian Adams sits down with Frazer Rice, Director of Family Office Services at Next Capital Management, to discuss what happens after trusts and estate plans are established. Their conversation explores how families can prepare beneficiaries to understand wealth, responsibility, and stewardship long before they inherit assets. They examine the importance of financial education, communicating the purpose behind estate planning structures, introducing beneficiaries to fiduciaries and advisors, and helping younger generations develop a sense of responsibility that extends beyond personal wealth.
To learn more about Mack International, please visit www.mackinternational.com
This episode is sponsored by In Three Generations.
In Three Generations provides education and coaching for individuals and families with significant financial means, helping both leading and rising generations navigate wealth with confidence, clarity, and intention.
Learn more at inthreegenerations.com

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