Building Beneficiaries, Not Dependents with Rick Waggoner
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Building Beneficiaries, Not Dependents with Rick Waggoner
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Host Christi Van Rite interviews Rick Waggoner, founder of the Family Office Forum of Texas, a confidential peer-to-peer community that has grown from three families to 125 families in nine groups plus a virtual group, designed to reduce isolation and share practical solutions (including an anonymous “queries” program).
They discuss why distribution policies sit at the intersection of wealth management, governance, and family dynamics, and why relying solely on trust language or HEMS standards can lead to “dependents, not beneficiaries,” urging flexibility, context, guardrails, and a baseline-plus-exceptions approach that avoids exceptions becoming the rule and reduces power imbalances. Rick shares that members estimated family financial literacy is in the single digits, arguing basic financial understanding is essential for trust and engagement. He contrasts technical expertise with true advisory skill, shares contact details for the Forum, and previews an upcoming topic on next-generation alignment and trust.
Connect with Rick:
LinkedIn: https://www.linkedin.com/in/rick-waggoner-ba08a11/
Email address: rick@foftexas.com
Phone: 972.571.1299