Lutz Talk Business is an entrepreneurially spirited podcast with Midwest roots. Each episode aims to educate young professionals on a variety of topics from finances and technology to job satisfaction through raw discussions and witty commentary.
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Lutz Talk Business is an entrepreneurially spirited podcast with Midwest roots. Each episode aims to educate young professionals on a variety of topics from finances and technology to job satisfaction through raw discussions and witty commentary.
56. Sustaining Family Wealth from Generation to Generation
Lutz Talk Business
43 minutes
3 years ago
56. Sustaining Family Wealth from Generation to Generation
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/
Lutz Talk Business
Lutz Talk Business is an entrepreneurially spirited podcast with Midwest roots. Each episode aims to educate young professionals on a variety of topics from finances and technology to job satisfaction through raw discussions and witty commentary.
