In this conversation, Ryan Heath, founder of TrustPoint Legal and an expert in estate planning, dives into the transformative concept of "Family Office 2.0." He discusses how modern family offices evolve into dynamic organizations prioritizing values and legacy over mere tax efficiency. Ryan emphasizes the importance of flexible planning, effective communication during liquidity events, and intentional family meetings for aligning multi-generational goals. His insights encourage families to rethink their legacy planning, focusing on emotions, adaptability, and shared purpose.
