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Before You Begin: This Is for You If… This isn’t just another model or philosophy. It’s not here to impress you or tell you how to live.It’s here to help you see—to see something you may already feel but haven’t been able to name. This is for you if: You won’t find judgment here. Just…
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The Need: Preserving Legacy and Preventing “Shirtsleeves to Shirtsleeves” Wealthy families often worry that their hard-earned legacy could dissipate or harm the next generation. Research famously shows that only about 30% of families maintain control of their assets and family harmony by the third generation preparingheirs.com. This “shirtsleeves to shirtsleeves” proverb – wealth gained in…
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Wealth advisors and family coaches employ a holistic mix of educational, experiential, and coaching interventions to help ultra-high-net-worth (UHNW) heirs become responsible, resilient, purpose-driven stewards. Rather than just handing down financial knowledge, these programs focus on character-building, family values, and hands-on experience. Key models include family retreats, rites of passage experiences, structured coaching programs, formal…
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Maintaining both substantial wealth and close family relationships across generations is notoriously challenging – only about 30% of families successfully transfer wealth beyond the second generation truist.com. However, several Western dynasties have beaten the odds. Below we examine case studies from family business, real estate, technology, and investment-origin wealth, identifying key behaviors, succession practices, governance…
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Core Emotional Fears and Psychological Blocks Wealthy patriarchs often experience a range of deep-seated fears and mental barriers when facing succession or legacy planning. Common emotional concerns include: Each patriarch is unique, of course, but these core fears – losing control, facing mortality, losing identity, mistrust, family conflict, regret, and isolation – form a psychological…
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Powerful people secretly want to build heirs who don’t crumble under pressure, shame the family name, or blow up relationships. So, let’s fact check what really works. “At the core of every successful wealth transition is not the structure, it’s the people.” What preserves a legacy isn’t just documents — it’s character. My work helps…
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by Bryant Stratton The other day, a woman looked down at her shoes and said, “I’m wearing really ugly crocs.” Then she turned to me and asked, “Do you have an opinion on crocs?” I paused. I didn’t want to lie. So I said, “Actually, no—I don’t have an opinion on crocs.” But then I…
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by Bryant Stratton It calls out to be heard,not with noise,but with knowing.The pulse beneath the surface,the whisper beneath the wind.A rhythm not yet played,but aching to be felt. The possibility to change lives,not in grand speeches,but in sacred, simple steps.In the quiet moment of offering,in the hand extended without need,in the decision to give,even…
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by Bryant Stratton Have you ever felt like your mind was moving faster than the world around you? Like your thoughts were streaming in high-definition, but the world was stuck in standard definition, and no one had the bandwidth to hear you clearly? If so, I see you. Because I’ve been there too. For those…
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by Bryant Stratton Legacy isn’t a concept. It’s a current.A force we’re either resisting or flowing with.And the truth is, most of us spend too much time pretending we have a choice. We don’t. Legacy isn’t about inheritance or image. It’s not the house you pass down or the business you leave behind. It’s the…
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