Most wealth planning begins with an unspoken objective - maximize the family's after-tax wealth.

Most wealth planning begins with an unspoken objective - maximize the family's after-tax wealth.

The recommendations usually lead to more wealth. They also build a family wealth system - an enterprise that consumes time, expertise, administration, and professional infrastructure for as long as the family holds the assets.

The family does not merely inherit the value produced by that system. It inherits the obligation to keep the system running.

I'll be discussing these ideas at the Notre Dame Tax & Estate Planning Institute, October 28–30, 2026.

Register for the conference to attend my presentation and the other sessions.
https://lnkd.in/ehEjXur5

Wealth Machine, a Secret Art of Planning series.