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Rockefeller Method: Building A Multi-Generational Legacy
Join Garrett Gunderson and Michael Isom as they explain the core principles of the Rockefeller Method, how to identify misinformation in legacy planning, and how to avoid common mistakes that could cost your entire family legacy.
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Key Points from the Video
- •The importance of having the right insurance and trust structure for your legacy plan
- •Understanding perpetual trusts and selecting the right state for your trust
- •The role of different trustees: distribution, insurance, and investment trustees
- •Planning for incapacity with power of attorney and medical directives
- •How to protect, perpetuate, and preserve your legacy rather than dividing, distributing, and destroying it
- •The Rockefeller Method's approach to creating certainty and stability in your financial plan
- •The importance of family governance through family office, family retreat, and family constitution
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The principles in this video are explained in detail in our book "What Would the Rockefellers Do?" and implemented through our consulting services. Take the next step in securing your family's financial future.