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Veteran wealth advisor Kip Kolson, founder of Family Wealth Leadership, brings decades of insight to this episode on safeguarding generational wealth. In a world where 70% of wealth is lost by the second generation and 90% by the third, Kip reveals practical tools to reverse that trend.
He shares five advanced family office strategies — from philanthropic impact investing and private placement life insurance to long-term leveraged capital structures — all designed to retain wealth inside the family and foster financial leadership in the next generation.
Whether you're a founder, heir, or family office manager, Kip’s framework helps you turn a high-net-worth family into a high-functioning enterprise.
https://familyoffices.com/
Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights