『Family Office Daily』のカバーアート

Family Office Daily

Family Office Daily

著者： M.C. Laubscher
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概要

 Family Office Daily is the 365-day operating system for business owners generating $1-10M in annual revenue who are ready to build lasting family wealth. Hosted by M.C. Laubscher, each episode combines family office principles, tax optimization strategies, asset protection tactics, and generational wealth planning into short, actionable lessons. Learn how to consolidate fragmented wealth, structure your finances for asset protection, reduce taxes legally, build a family banking system, establish governance frameworks, and prepare capable heirs for wealth stewardship. Through real case studies of the Vanderbilts, Rockefellers, and Rothschilds, discover how the wealthiest families structure their wealth across generations—and how you can apply those same principles to your family office. This podcast teaches business succession planning, estate planning alternatives, wealth transfer strategies, and family governance systems designed specifically for entrepreneurs and business owners. Perfect for: self-made millionaires, C-suite executives, private business owners, founders, and high-net-worth individuals ready to move from wealth creation to wealth preservation and legacy building. Topics covered: family office framework, wealth consolidation, tax strategies for business owners, asset protection, family governance, continuity planning, multi-generational capital management, and how to avoid the mistakes that destroy family wealth within three generations. Family Office Daily. Where business owners become wealth architects.@ 2026 Producers Wealth マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
エピソード
  • Episode 43: Recording Wisdom for the Next Generation

    Episode 43: Recording Wisdom for the Next Generation
    2026/02/13

    Discover the critical difference between passing down stories and passing down wisdom—and why only one preserves generational wealth. In this episode of Family Office Daily, M.C. Laubscher reveals how to record the decision-making principles that will guide your family for generations.

    Most families pass down money without the mastery that created it. They share anecdotes without the principles. Stories without the wisdom. And that's why 70% of wealthy families lose everything by the second generation, and 90% by the third.

    The Rockefellers didn't just tell stories—they codified principles. John D. Rockefeller wrote letters explaining not just what he did, but why he did it. The thinking behind every hard decision. That curriculum is why the family is still wealthy six generations later.


    In this episode, you'll discover:

    • The critical difference between stories and wisdom (and why confusion costs fortunes)
    • Why the Rockefellers documented decision-making frameworks, not just outcomes
    • How to identify and record your hardest decisions for the next generation
    • The power of recording your mistakes (not just your successes)
    • How to explain your money philosophy so your kids don't contradict it
    • Why your regrets are your children's shortcuts
    • The 10 Wisdom Interview questions every family leader should answer
    • How to answer the hard questions your kids are afraid to ask
    • The practical framework for creating a transferable decision-making curriculum

    Whether you're a business owner planning succession, building a family office, or creating a multi-generational legacy, this episode provides the exact questions and framework to record wisdom that compounds across generations.

    The 10 Wisdom Interview Questions:

    1. What's the most important decision you ever made, and why?
    2. What's the biggest mistake you ever made, and what did you learn?
    3. If you could go back to age 30, what would you tell yourself?
    4. What do you believe about money that most people don't?
    5. What's your biggest regret, and how can I avoid it?
    6. What are you most proud of, and why does it matter?
    7. What do you want your grandchildren to know about you?
    8. What values guided your hardest decisions?
    9. What do you wish someone had taught you that you had to learn the hard way?
    10. If you could only pass down one principle, what would it be?

    Keywords:
    wealth transfer wisdom, generational wealth principles, family office succession, business succession planning, recording family wisdom, decision-making framework, Rockefeller wealth principles, legacy planning strategies, transferring business wisdom, family wealth education, multi-generational wealth transfer, teaching financial literacy, business owner succession, family governance wisdom, estate planning principles, wealth preservation strategies, entrepreneurial legacy, passing down business knowledge, family financial philosophy, inheritance wisdom, money mindset transfer, business owner retirement, family leadership transition, wealth stewardship principles, private wealth management, high net worth succession

    📚 FREE RESOURCES:
    Books: The Business Owner's Family Office & Get Wealthy for Sure
    📹 Free video: How to Create Your Own Family Office in 90 Days
    📞 Book a call with our team

    👉 www.producerswealth.com/family

    #FamilyOffice #WealthTransfer #BusinessSuccession #GenerationalWealth #LegacyPlanning
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    9 分
  • Episode 42: The Family Story as an Asset

    Episode 42: The Family Story as an Asset
    2026/02/12

    Discover why your family story is one of your most valuable assets for preserving generational wealth. In this episode of Family Office Daily, M.C. Laubscher reveals the critical difference between families who build lasting legacies and those who lose everything within three generations.


    Learn why the Rockefeller family has maintained wealth and unity for over 150 years while the Vanderbilt fortune—once worth $200 billion in today's dollars—completely vanished. The difference isn't investment strategy or business acumen. It's story.


    In this episode, you'll discover:

    • Why most wealthy families lose their fortunes by the third generation (and how to prevent it)
    • The invisible asset that holds family wealth together across generations
    • How to document your family story before it's too late
    • The exact questions to ask when recording family wisdom
    • Why the Rockefellers built a narrative, not just a portfolio
    • How family stories create stewardship instead of entitlement
    • Practical steps to capture and codify your family's values
    • The three-step process for treating your family story as infrastructure

    Whether you're a business owner, entrepreneur, high-net-worth family, or building wealth for future generations, this episode provides actionable strategies for creating the narrative foundation that protects your legacy.


    SEO Keywords:

    family office, generational wealth, wealth preservation, family legacy, business owner wealth, Rockefeller family, Vanderbilt family, multi-generational wealth, family governance, estate planning, wealth transfer, family values, legacy planning, high net worth families, business succession, family constitution, wealth management, entrepreneurial families, family wealth strategy, stewardship, inheritance planning, family story, family narrative, legacy assets, wealth mindset, family office structure, private wealth, ultra high net worth, family business succession, wealth psychology

    Hashtags:

    #FamilyOffice #GenerationalWealth #WealthPreservation #LegacyPlanning #BusinessOwner #Entrepreneur #HighNetWorth #FamilyGovernance #EstatePlanning #WealthManagement #PrivateWealth #FamilyBusiness #Stewardship #SuccessionPlanning #WealthMindset #FinancialLegacy #UltraHighNetWorth #FamilyValues #BusinessSuccession #WealthBuilding


    Free Resources Available:

    • The Business Owner's Family Office (book)
    • Get Wealthy For Sure (book)
    • 10-minute video: How to Create Your Own Family Office in 90 Days
    • 90-day Family Office course
    • 1-on-1 consulting options

    👉 producerswealth.com/family
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    10 分
  • Episode 41: Schedule Your First Family Conversation

    Episode 41: Schedule Your First Family Conversation
    2026/02/11
    In this practical action-step episode of Family Office Daily, host M.C. Laubscher provides a proven framework for scheduling and conducting your family's first conversation about wealth. Drawing lessons from the Rockefellers' structured family meetings and the Vanderbilts' avoidance that led to lost fortune, this episode delivers the exact structure needed to start meaningful family financial discussions—even if your family has never done this before.Learn the five essential elements that make family money conversations productive instead of awkward: clear purpose, defined agenda, assigned roles, decision-making process, and documentation. M.C. breaks down a simple one-hour agenda with three foundational questions that will lay the groundwork for multi-generational wealth preservation.Whether you're a business owner with $1M-$10M in assets or just starting to think about family office strategies, this episode gives you the confidence and tools to take the first step this week.Show NotesKey Topics Covered:Why Family Conversations Matter for Wealth PreservationHow the Rockefellers built legacy through regular family meetingsWhy the Vanderbilts lost everything by avoiding these conversationsThe truth: families that can't talk about money can't protect itThe Five Elements of Productive Family Money ConversationsClear Purpose - How to frame the conversation around listening and understandingDefined Agenda - A proven 60-minute structure with three key questionsRoles - Why someone needs to facilitate (and who that should be)Decision-Making Process - The one simple decision to make at the endDocumentation - Why taking notes compounds wisdom across generationsHow to Schedule Your First Conversation This WeekStep 1: Picking the right time (60-90 minutes uninterrupted)Step 2: Inviting the right people (start simple)Step 3: Setting clear expectations upfrontStep 4: Preparing the physical spaceThe Three Foundational QuestionsWhat does wealth mean to you?What do we want to be true in 25 years?What would we never want to happen with our money?Addressing Common FearsWhat if your spouse doesn't want to participate?What if your kids think it's weird?What if the conversation turns into an argument?Why awkwardness is progress, not failureThe Long GameHow this first conversation signals that wealth is a conversation, not a secretBuilding muscle memory for harder conversations laterWhy the Rothschilds made family conversations a ritualStarting a tradition that could last for generationsEpisode Timestamps0:00 - Introduction: Today's Action Step0:30 - Why Family Money Conversations Matter Now2:00 - The Five Elements of Productive Conversations2:15 - Element 1: Clear Purpose3:00 - Element 2: Defined Agenda (The 3 Questions)4:00 - Element 3: Roles and Facilitation4:45 - Element 4: Decision-Making Process5:15 - Element 5: Documentation and Note-Taking6:00 - How to Schedule It This Week (4 Steps)8:00 - What If It Goes Wrong?9:00 - The Long Game: Building a Ritual9:45 - Action Step and Call to ActionKey Takeaways✅ Action Step: Schedule your first family money conversation this week ✅ Use the three foundational questions to guide discussion ✅ Focus on listening and understanding, not lecturing or deciding ✅ Document key points for future reference ✅ Commit to scheduling the next conversation before endingFree Resources Available:The Business Owner's Family Office (book)Get Wealthy For Sure (book)10-minute video: How to Create Your Own Family Office in 90 Days90-day Family Office course1-on-1 consulting options👉 producerswealth.com/familyKeywordsfamily office conversations, how to talk to family about money, family wealth meetings, scheduling family financial discussions, business owner family office, wealth preservation strategies, family governance, Rockefeller family meetings, multi-generational wealth planning, family financial planning, estate planning conversations, family money talks, wealth transfer planning, family office for business owners, legacy planning, family financial meetings, how to start family wealth discussions, family office structure, private wealth management, family capital preservationSEO #FamilyOffice #WealthPreservation #FamilyWealth #BusinessOwners #LegacyPlanning #MultiGenerationalWealth #FamilyGovernance #WealthManagement #PrivateWealth #FamilyOfficePodcast #ProducersWealth #FinancialLegacy #WealthBuilding #FamilyFinance #EstatePlanning #FamilyMeetings #WealthTransfer #RockefellerPrinciples #FamilyCapital #GenerationalWealth
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    9 分
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