このエピソードについて
You've spent years building something meaningful. The real question is: who's going to carry it forward? In Part 2 of our multigenerational wealth series, Capital Stewards founder Brian Seay tackles the two questions that keep wealth-building families up at night — how do you raise children who are prepared to steward what you've built, and how do you actually transfer it without leaving hundreds of thousands of dollars on the table? This episode goes deep on both the human side and the technical side of generational wealth transfer. In this episode:
- Why the families who "spoil" their kids are the ones who never talked about money
- What the research actually says about the next generation's attitude toward family wealth
- Three ways to actively engage your kids in real financial decisions — starting earlier than you think
- Why charitable giving is one of the most powerful antidotes to entitlement
- When (and how) to open the books with your heirs
- 529 plans as a wealth transfer tool — including the new Roth IRA rollover rules
- Annual exclusion gifting: why consistency turns a modest strategy into a million-dollar transfer
- The step-up in cost basis explained — and why it could save your family hundreds of thousands in taxes
- Donor Advised Funds: how to give like a family foundation without running one
- Why multigenerational families should invest like an endowment, not like a retiree
📖 Read the full blog series at thecapitalstewards.com
📅 Ready to have a real conversation about your family's financial future? Schedule a call at thecapitalstewards.com
Capital Stewards is a fiduciary wealth management firm serving families in Huntsville, Alabama and across Alabama, Georgia, and Tennessee. This content is for educational purposes only and does not constitute investment, tax, or legal advice.
