『Legacy Wealth Blueprint』のカバーアート

Legacy Wealth Blueprint

Legacy Wealth Blueprint

著者: JACQUELINE WILSON
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Legacy Wealth Blueprint is your trusted guide to building, protecting, and sustaining generational wealth. Hosted by Jacqueline Wilson, this podcast delivers expert insights, actionable strategies for individuals, families, and entrepreneurs looking to create lasting financial legacies. Each episode explores essential topics like estate planning, tax options, investment management, and family governance. Learn how to leverage trusts, minimize taxes, setup family offices, and teach financial literacy to future generations. Practical advice & proven strategies empowers you to create your legacy.JACQUELINE WILSON 経済学
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  • Personal and Family Foundation – Creating a Family Constitution
    2025/09/16

    In this episode of Building Generational Wealth, host Jacqueline Wilson explores the importance of establishing a Family Constitution to secure and grow wealth across generations. The episode dives deep into the structure and purpose of this vital governance document, outlining how it can help families build a legacy of financial success, prevent conflicts, and ensure that wealth is managed responsibly for years to come.


    You’ll learn:


    • What a Family Constitution is and why every family with wealth should have one.
    • Key components of a strong Family Constitution.
    • Practical steps to create, implement, and review the document to safeguard your family’s financial future.


    Whether you’re just starting to think about wealth preservation or already have significant assets, this episode is essential for anyone serious about long-term wealth management and legacy planning.


    Tune in for practical advice on how to protect your family’s wealth, prevent disputes, and align your financial goals across generations.


    Subscribe to Building Generational Wealth for more insightful discussions on creating, preserving, and expanding wealth for future generations.


    Generational Wealth, Family Constitution, Wealth Preservation, Legacy Planning, Financial Success, Family Governance, Estate Planning, Family Wealth Management, Wealth for Future Generations, Philanthropy and Family Wealth, Family Business Governance, Conflict Resolution in Families, Financial Education for Families, Wealth Building Strategies, Succession Planning, Family Trust and Legacy, Wealth Allocation, Generational Financial Planning, Inheritance Guidelines, Investment Policies for Families

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    10 分
  • Personal and Family Foundation – Investing in Relationships Through Family Meetings
    2025/09/01

    Welcome to Building Generational Wealth, the podcast where we guide you through creating, preserving, and growing wealth across generations. In this episode, host Jacqueline Wilson discusses an often-overlooked aspect of wealth preservation: investing in family relationships through regular family meetings.


    Strong family communication is key to ensuring wealth is preserved for future generations. Without it, even the best financial plans can crumble. Family meetings provide a structured space for discussing finances, aligning on goals, and resolving conflicts before they escalate.


    In this episode, you’ll learn:


    • Why family meetings are critical for building and sustaining generational wealth.
    • How to structure family meetings for maximum effectiveness.
    • Strategies to keep family members engaged and committed to the process.


    These meetings aren’t just about money they’re about strengthening bonds, improving transparency, and ensuring that the family’s financial vision is shared by all generations.


    Subscribe to Building Generational Wealth for more actionable insights on how to manage, protect, and grow your family’s wealth.



    Generational Wealth, Family Meetings for Wealth Management, Wealth Preservation, Family Wealth Communication, Legacy Planning, Financial Education for Families, Family Governance, Financial Transparency, Building Family Relationships, Wealth Building Strategies, Family Trust and Legacy, Conflict Resolution in Families, Intergenerational Financial Planning, Family Business Success, Family Wealth Alignment, Succession Planning for Families, Estate Planning, Next Generation Financial Responsibility, Family Financial Education, Philanthropy in Families,

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    9 分
  • Preserving Generational Wealth: Strategies to Minimize Taxes and Ensure Longevity
    2025/08/19

    In this episode of Building Generational Wealth, host Jacqueline Wilson dives deep into the critical challenge of preserving wealth for future generations. While building wealth is vital, ensuring that it survives the test of time requires thoughtful strategies to minimise taxes, avoid dissipation, and protect against inflation and other risks.


    Jacqueline explores key tactics for safeguarding your family’s wealth, including:


    • How to leverage tax advantages, trusts, and estate planning strategies to minimize tax liabilities.
    • The importance of educating heirs and creating strong family governance structures to prevent wealth dissipation.
    • Practical ways to protect wealth against the passage of time, including diversification, inflation protection, and professional wealth management.
    • Actionable steps you can take today to ensure your wealth is preserved for future generations.


    If you're serious about ensuring your legacy endures, this episode is packed with expert insights and strategies that can help you build a lasting financial future for your family.


    Listen now to learn how to preserve and protect your generational wealth!


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    10 分
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