Unlock the secrets of building and maintaining generational wealth in our riveting conversation with Mitzi Perdue, Dame Sheila B Driscoll, and a managing partner at Greenstein Rogoff Olson and Company. Imagine being part of a legacy that thrives through centuries, wouldn't that be remarkable? This episode focuses on providing valuable insights on ways to build and secure your family's financial future and legacy, drawing from the rich experiences of our esteemed guests. We explore the power of a family charter, and the role of legal structures, education, and mentorship in perpetuating prosperity. The conversation also reveals the hidden tax implications of wealth creation and preservation, shedding light on this often overlooked aspect of long-term wealth management. 

Get ready to take notes as our guests share their experiences on the creation of family trusts and endowments - all aimed at bolstering your family's financial standing for generations to come. They delve into the cruciality of investing in ventures that resonate with your family's culture and the surprising impact of incorporating this culture into your everyday life through newsletters and family gatherings. They emphasize the importance of developing a culture of stewardship within a family, thereby instilling the values necessary to preserve wealth for generations. This intriguing conversation will undoubtedly leave you inspired to cultivate a legacy that stands the test of time.

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