Latest / Legacy Beyond Wealth with Rob Shelton
Before the Inheritance: Prepare Your Family for the Wealth Ahead
What if your family inherited your wealth, but not the confidence to manage it? The great wealth transfer is already underway, but successfully passing wealth to the next generation takes more than legal documents and account balances. Rob explores how families can prepare heirs emotionally, practically, and financially before major decisions land in their lap. Money can be transferred quickly, but judgment and confidence take much longer to build.
Here’s what we discuss in this episode:
📖 Family Story: Sharing how the wealth was built
🧭 Values: Explaining what the money should support
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The skinny
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