Hosts Riccardo Stewart, Jeff Locke, Zach Miller, and Sam Acho call the plays on one of the toughest challenges in wealth: sustaining it for generations. They break down what the stats really say—among families with $30M+ in assets, only 30% successfully hand wealth to their kids, and just 10% to grandkids. Through the lens of the athlete as CEO, the team outlines what it really takes to keep the family scoreboard lit for decades to come: real strategy, meaningful stewardship, and a clear sense of legacy.

Key Highlights

• Among families with $30M or more, only 30% pass wealth to children and a strikingly low 10% to grandchildren—true multi-generational success is rare without focused planning.
• Estate tax is a real opponent: with an exemption around $15 million, any amount over that mark is taxed at 40%, making careful planning essential to keeping more in the family line.
• Stewardship goes beyond asset transfers and focuses on fostering family governance by consciously preparing children and grandchildren to lead, protect, and grow family resources.
• Purpose-built trusts help fund education, provide first-home down payments, and deliver seed capital for new businesses, offering a runway for each generation to take meaningful first steps.
• Establishing private family foundations allows each generation to give back and actively manage the family's impact over time, keeping values and stewardship at the center of the legacy.
• At this level of wealth, a family office becomes essential, acting as a coordinated team to oversee everything from investments and tax to estate design and next-generation guidance.