Ultra-Wealthy Families Leverage Their Most Important Assets to Create Multigenerational Wealth | Kevin Kolson

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Kevin Kolson reveals how ultra-wealthy families structure their wealth to grow, protect, and transfer it for generations while minimizing taxes and maximizing efficiency.

In this session, Kevin dives deep into premium financed whole life insurance, one of the most flexible tools used by top-tier families to create tax-free income, fund estate taxes, and preserve wealth outside of their taxable estates. He shares real case studies involving family trusts, gifting strategies, and how to “supercharge” Roth-style benefits using leverage all while avoiding common insurance pitfalls.

You’ll also learn how families integrate these strategies with charitable LLCs, utilize multigenerational planning, and prevent estate tax erosion across generations. Practical, precise, and backed by decades of hands-on experience.

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