『Multi-Generational Wealth Done Right: A Conversation with Rob Zeeb』のカバーアート

Multi-Generational Wealth Done Right: A Conversation with Rob Zeeb

Multi-Generational Wealth Done Right: A Conversation with Rob Zeeb

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概要

 In this insightful episode of Money to Give, Rick Peck sits down with Rod Zeeb, estate planning attorney turned multi-generational wealth strategist, to explore what it really takes to pass down more than just money. Rod shares how a tragic experience early in his career, watching a well-structured estate unravel because the heirs weren’t prepared, transformed his perspective. Today, through The Heritage Institute and The Genacy Group, Rod helps families build cultures of communication, trust, and mentoring so that wealth becomes a blessing rather than a burden.

Their conversation moves beyond tax strategies and legal structures to something deeper: family purpose. Rod explains why preparing beneficiaries is just as important as drafting the trust documents, and why philanthropy can be one of the most powerful tools for strengthening family unity across generations. Whether working with a $250,000 estate or a multi-billion-dollar family enterprise, Rod emphasizes that lasting wealth isn’t about the number of zeros, it’s about intentional stewardship and shared values.

Key Takeaways:
  • Estate planning isn’t complete until heirs are prepared to responsibly receive and steward wealth.
  • A clearly defined family purpose statement creates alignment and reduces generational conflict around giving and legacy.
  • Philanthropy provides experiential learning opportunities that build communication, accountability, and shared identity.
  • Generosity habits can (and should) start early—often with small, meaningful acts that create lasting impact.
Connections:
  • Connect with Rod Zeeb
  • Learn more about The Heritage Institute
  • Connect with Rick Peck
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