#8231
Mentioned in 2 episodes
Entrusted
Building a Legacy That Lasts
Book • 2023
Entrusted: Building a Legacy That Lasts outlines seven core disciplines used by successful families to create lasting legacies.
It focuses on beneficiary-centric planning, aligning financial assets with family values and goals to ensure a harmonious and purposeful wealth transfer across generations.
It focuses on beneficiary-centric planning, aligning financial assets with family values and goals to ensure a harmonious and purposeful wealth transfer across generations.
Mentioned by
Mentioned in 2 episodes
Recommended by 
Dan Martell for those with significant net worth to learn about wealth preservation, legacy planning, and giving back.
Dan Martell for those with significant net worth to learn about wealth preservation, legacy planning, and giving back.
153 snips
I’ve read 2000 books - these 13 will make you RICH
Mentioned as a book co-written by the guest about what families can really do in terms of perpetuating their legacy.
How to "Build a Family Bank" Like the Rockefellers Without Raising Trust Fund Kids
