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How A Trust Strategy Can Keep Wealth in the Family for Generations
Manage episode 471196405 series 3649965
Kandungan disediakan oleh Keenan Roberts. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Keenan Roberts atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Episode 2: How A Trust Strategy Can Keep Wealth in the Family for Generations
Most business owners think transferring wealth means selling assets to the next generation, but what if there was a smarter way? In this episode of The Keenan Roberts Advantage, I break down how the wealthy structure their trusts to keep wealth in the family for generations—without triggering taxes, exposing assets to creditors, or dealing with unnecessary government red tape.
I also share my personal journey—Plus, I answer a listener’s question on Domestic Asset Protection Trusts and why they might not be the best solution.
I also introduce you to one of the most powerful succession planning strategies—The Trustee Transfer. This is how billionaires like the Rockefellers have protected their assets for over a century.
If you’re a business owner, investor, or anyone serious about keeping wealth in the family, this episode is a must-listen.
🔹 Key Topics Covered:
✅ The truth about LLCs, trusts, and real asset protection
✅ Why selling a business to your kids could be a costly mistake
✅ The Trustee Transfer Strategy—how to pass down control without losing wealth
✅ How billionaires use trusts to protect their legacies for generations
✅ Why Domestic Asset Protection Trusts might not be the best choice
4 episod
Kongsi
