Our Managing Partner, Bryce Keffeler, is doing a three part series on the 3 biggest themes he saw with Entrepreneurs in 2024. Check out the second theme below!
Theme #2 from 2024: The Smartest Entrepreneurs Focused on Intentional Wealth Transfer When it comes to generational wealth, the smartest entrepreneurs I worked with in 2024 didn’t leave it to chance—they were highly intentional. They used dynastic trusts to pass down not just wealth, but values. Here’s how: ✔️ No outright distributions. Keeping assets in trusts protects wealth and ensures strategic management ✔️ Beyond staged distributions. Simply giving heirs funds at 25, 30, and 35 isn’t enough when your net worth is in the 8-figure range ✔️ Incentive trusts. They designed trusts to reward the behaviors they want to see—starting new businesses, supporting philanthropy, embracing religious or educational pursuits, and more This is about more than money. It’s about shaping the future for your heirs and ensuring that your legacy stands for something bigger. 👉 My takeaway - transferring wealth is a messy topic, but when done right and with clear intentions, the outcome can be powerful #Entrepreneurship #GenerationalWealth #WealthTransfer #IncentiveTrusts #LegacyPlanning #FractionalFamilyOffice
