Welcome to Building Generational Wealth, where we dive deep into the actionable strategies that empower you to grow, protect, and transfer your wealth for generations. Hosted by Jacqueline Wilson, This episode covers everything you need to know about creating a lasting financial legacy. From estate planning and Trusts to investment management, Real estate, and Tax strategies, we unpack the essential tools for wealth preservation.

Join us as we explore the building blocks of financial freedom, including how to:

• Create a solid estate plan to safeguard your assets.
• Manage trusts to protect wealth across generations.
• Make informed investment decisions and build diversified portfolios.
• Navigate tax planning and administrative tasks to preserve your legacy.
• Leverage real estate for wealth growth.
• Foster philanthropy and financial education within your family.

With expert insights and practical steps, this episode will help you lay the foundation for a wealth legacy that lasts. Tune in and start your journey toward building a generational legacy today!

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Welcome to Building Generational Wealth, the podcast dedicated to helping you create, preserve, and pass down wealth for future generations. Hosted by Jacqueline Wilson, each episode offers actionable insights and expert advice on managing family wealth effectively.

In today’s fast-paced world, managing generational wealth is more than just about making money—it’s about creating a legacy of financial stability, responsibility, and vision. This podcast delves into essential strategies, including establishing clear roles in wealth management, avoiding common pitfalls, and building a system for lasting success.

In this episode, we explore how to define roles within the family structure to ensure wealth is managed wisely. Whether you’re looking to build a family wealth council, develop financial literacy for younger generations, or streamline financial decision-making, we’ve got you covered.

Join us every week as we break down complex topics, such as estate planning, investment strategies, philanthropy, and more—empowering families to leave a financial legacy that lasts for generations to come.

Tune in for practical tips, real-life examples, and expert interviews to guide you in establishing a clear, responsible, and sustainable wealth management strategy.

Key topics include:

• Assigning family roles in wealth management
• Strategies for growing and protecting family assets
• Managing conflict and ensuring long-term success
• The importance of education and mentorship in wealth building

Whether you’re just starting your wealth-building journey or you’re looking to refine your existing plan, Building Generational Wealth will equip you with the tools you need to succeed.

Subscribe now on Spotify, Apple Podcasts, or Amazon Music and start building your legacy today!

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Welcome to Building Generational Wealth, the podcast that dives deep into strategies for creating, preserving, and passing down wealth across generations. Hosted by Jacqueline Wilson, this show provides actionable insights and expert advice to help families build a lasting legacy and manage their wealth with purpose.

In today’s episode, we focus on the often overlooked yet vital aspect of wealth management—Documenting Wealth Values. It’s not just about building wealth; it’s about defining the why behind it. Why do we want to accumulate wealth? What values guide how it should be used? And how can we ensure that future generations manage it responsibly?

Through documenting your family's wealth values, you establish a clear financial philosophy that can guide decisions and preserve family unity for generations to come. Join us as we discuss the importance of creating a Wealth Values Document, setting clear expectations for future generations, and implementing these values into your family's financial culture.

Key Topics Covered:

• Why documenting wealth values is essential for long-term financial success
• How to define the core purpose of your family’s wealth
• Principles of financial stewardship, generosity, and education
• Setting expectations for future generations and creating a financial education plan
• How to align estate planning with your family’s wealth values

Building Generational Wealth equips families with the tools and knowledge they need to leave more than just money—they leave behind a legacy of values, wisdom, and financial responsibility.

Subscribe now on Spotify, Apple Podcasts, or Amazon Music to start building a lasting financial legacy that will endure for generations.

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