Generational Wealth

Parents' and Grandparents' Step-by-Step Guide to Securing Your Family's Financial Future

Building wealth that lasts beyond your lifetime isn’t just about accumulating money—it’s about creating security, opportunity, and freedom for the people you love most. Generational Wealth: Parents' and Grandparents' Step-by-Step Guide to Securing Your Family's Financial Future (2026 Edition) provides practical, actionable guidance for parents, grandparents, and family leaders who want to establish, grow, and preserve wealth that benefits children, grandchildren, and future generations. From assessing your current finances to setting long-term family goals, this book offers strategies for budgeting, saving, investing, and managing risk across multiple generations.

With clear explanations, real-world examples, and exercises for reflection, this guide helps families navigate topics like tax planning, estate planning, wills and trusts, and family business succession. It also emphasizes teaching financial literacy and values to heirs, protecting assets from market volatility, and creating a lasting legacy through philanthropy and charitable giving. Whether you’re just starting to plan or refining an existing strategy, this book gives families the knowledge and confidence to make informed decisions that ensure financial stability and wealth that endures for generations.