“Family wealth is like a Jenga tower: it gets taller, more top-heavy, and more fragile without support. The wealth strategies are the scaffolding that keeps the whole thing from falling down.”Preserving wealth across generations requires strategy, foresight, and a clear understanding of the structures that sustain it. Founders Matt McClintock and Jonathan Mintz unpack the why, what, where, and how of long-term wealth strategy: what role trusts play as flexible scaffolding rather than rigid control, and how thoughtful planning can protect privacy, avoid probate, and support families as circumstances and generations evolve.
Welcome to the Bespoke Audio Collection. Join our team as we unpack the choices, strategies, and structures behind generational wealth: why they matter, how we approach them, and what it takes to build something that outlasts you.