Personal and Family Foundation – Establishing Clear Roles in Wealth Management

Welcome to Building Generational Wealth, the podcast dedicated to helping you create, preserve, and pass down wealth for future generations. Hosted by Jacqueline Wilson, each episode offers actionable insights and expert advice on managing family wealth effectively.

In today’s fast-paced world, managing generational wealth is more than just about making money—it’s about creating a legacy of financial stability, responsibility, and vision. This podcast delves into essential strategies, including establishing clear roles in wealth management, avoiding common pitfalls, and building a system for lasting success.

In this episode, we explore how to define roles within the family structure to ensure wealth is managed wisely. Whether you’re looking to build a family wealth council, develop financial literacy for younger generations, or streamline financial decision-making, we’ve got you covered.

Join us every week as we break down complex topics, such as estate planning, investment strategies, philanthropy, and more—empowering families to leave a financial legacy that lasts for generations to come.

Tune in for practical tips, real-life examples, and expert interviews to guide you in establishing a clear, responsible, and sustainable wealth management strategy.

Key topics include:

• Assigning family roles in wealth management
• Strategies for growing and protecting family assets
• Managing conflict and ensuring long-term success
• The importance of education and mentorship in wealth building

Whether you’re just starting your wealth-building journey or you’re looking to refine your existing plan, Building Generational Wealth will equip you with the tools you need to succeed.

Subscribe now on Spotify, Apple Podcasts, or Amazon Music and start building your legacy today!

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