Master the Concept of Infinite Banking

A family constitution is a family governance document that defines who your family is, what your wealth is for, who can access it and on what terms, and what values every generation must demonstrate to participate in the system you built. It is the foundational generational wealth governance structure that sits above every other wealth-related…

Imagine your kid coming home from their first summer job and telling you what percentage of every paycheque is going toward the family system because in your family, that is simply how you access capital when you need it. Imagine your son sitting across from you with a repayment schedule already built before he has…

70% of wealthy families lose their wealth by the second generation. Every financial publication has a solution to that statistic. Build generational wealth. Use this tool. Implement this process. What almost nobody says is the part that actually matters: build generational wealth, and then transfer the mentality that built it. Because without the second step,…