Episode 2: How A Trust Strategy Can Keep Wealth in the Family for Generations

Most business owners think transferring wealth means selling assets to the next generation, but what if there was a smarter way? In this episode of The Keenan Roberts Advantage, I break down how the wealthy structure their trusts to keep wealth in the family for generations—without triggering taxes, exposing assets to creditors, or dealing with unnecessary government red tape.

I also share my personal journey—Plus, I answer a listener’s question on Domestic Asset Protection Trusts and why they might not be the best solution.

I also introduce you to one of the most powerful succession planning strategies—The Trustee Transfer. This is how billionaires like the Rockefellers have protected their assets for over a century.

If you’re a business owner, investor, or anyone serious about keeping wealth in the family, this episode is a must-listen.

🔹 Key Topics Covered:
✅ The truth about LLCs, trusts, and real asset protection
✅ Why selling a business to your kids could be a costly mistake
✅ The Trustee Transfer Strategy—how to pass down control without losing wealth
✅ How billionaires use trusts to protect their legacies for generations
✅ Why Domestic Asset Protection Trusts might not be the best choice