Family Office Daily

M.C. Laubscher

Family Office Daily is the 365-day operating system for business owners generating $1-10M in annual revenue who are ready to build lasting family wealth. Hosted by M.C. Laubscher, each episode combines family office principles, tax optimization strategies, asset protection tactics, and generational wealth planning into short, actionable lessons. Learn how to consolidate fragmented wealth, structure your finances for asset protection, reduce taxes legally, build a family banking system, establish governance frameworks, and prepare capable heirs for wealth stewardship. Through real case studies of the Vanderbilts, Rockefellers, and Rothschilds, discover how the wealthiest families structure their wealth across generations—and how you can apply those same principles to your family office. This podcast teaches business succession planning, estate planning alternatives, wealth transfer strategies, and family governance systems designed specifically for entrepreneurs and business owners. Perfect for: self-made millionaires, C-suite executives, private business owners, founders, and high-net-worth individuals ready to move from wealth creation to wealth preservation and legacy building. Topics covered: family office framework, wealth consolidation, tax strategies for business owners, asset protection, family governance, continuity planning, multi-generational capital management, and how to avoid the mistakes that destroy family wealth within three generations. Family Office Daily. Where business owners become wealth architects.

  1. 23H AGO

    Episode 48: Action Step: Write Your Family's One-Sentence Purpose

    Stop talking about purpose and start creating it. In this hands-on episode of Family Office Daily, M.C. Laubscher walks you through the exact process to write your family's one-sentence wealth purpose statement—right now, in under 7 minutes. Using five real-world examples from families he's coached, M.C. provides the framework, prompts, and practical tips you need to transform abstract wealth philosophy into a concrete decision-making filter. This isn't theory—it's a workshop. By the end of this episode, business owners with $3M+ will have written the single most important sentence about their family's financial future. No more confusion, no more conflict—just clarity in one powerful statement.  Show Notes Episode Overview Welcome to Episode 48 of Family Office Daily, your daily podcast for business owners building family office structures. Today is an ACTION DAY in Phase 2: Legacy Assets (Pillar 1 - Values, Culture, Identity). After discussing identity theory all week, today you'll actually create your family's one-sentence purpose statement using a proven framework and real examples. This is practical, hands-on wealth planning you can complete before the episode ends. Key Topics Covered Why One Sentence Changes Everything Without purpose: every decision is a negotiation, every opportunity is a question markWith purpose: you have a filter, alignment, and a north starOne clear sentence is all you need to start (not a manifesto or 3-paragraph mission statement)This sentence becomes your family's financial DNAThe Framework: "Our Family's Wealth Exists To..." Simply complete this sentence. That's your starting point. What Happens Next This Statement Will Evolve: As your wealth growsAs your kids growAs your life changesThis is a living document, not carved in stoneBut You Need a Starting Point: Today, you created that starting pointEverything else builds from hereThe Transformation: When families complete this exercise: ✅ Stop second-guessing every financial decision✅ Stop fighting about money (shared framework replaces conflict)✅ Stop feeling anxious about wealth (clarity about purpose)✅ Start building intentionally instead of reacting to opportunitiesThe Fundamental Shift: FROM: Reactive → TO: ProactiveFROM: Chaos → TO: ClarityFROM: Confusion → TO: ConfidenceResources Mentioned Free Resources at www.producerswealth.com/family: Download free copies of M.C.'s books:The Business Owner's Family OfficeGet Wealthy for SureWatch the free 10-minute video: How to Create Your Own Family Office in 90 DaysBook a consultation call with M.C.'s teamKeywords: Family wealth purpose statement, how to write family purpose statement, one sentence wealth purpose, family financial mission statement, family office purpose examples, wealth purpose statement template, family wealth direction, financial decision making framework, family wealth alignment, business owner wealth purpose, $3M net worth purpose statement, family wealth values statement, intentional wealth planning, family financial philosophy, wealth purpose for business owners, family legacy statement, generational wealth purpose, family wealth clarity, purpose driven wealth management, family office mission statement Hashtags: #FamilyPurposeStatement #FamilyWealth #ActionStep #WealthPurpose #FamilyOffice #BusinessOwners #FinancialClarity #WealthPlanning #LegacyPlanning #FamilyAlignment #IntentionalWealth #GenerationalWealth #FamilyValues #WealthManagement #PurposeDrivenWealth #FamilyFinance #WealthDirection #OnesentencePurpose

    9 min
  2. 1D AGO

    Episode 47: We're Not That Kind of Family

    "We're not that kind of family" might be the most dangerous sentence you can say about your wealth. In this episode of Family Office Daily, M.C. Laubscher dismantles the most common objection to building family office structures and reveals why avoiding formality actually creates the conflict families fear most. Through a powerful real-life story of a $12M family business torn apart by a stroke, discover why structure protects intimacy rather than destroys it—and why the families that last choose responsibility over comfort. If you're a business owner with $3M+ who believes formal wealth planning is "not for us," this 7-minute episode will challenge everything you think about family, money, and legacy. Show Notes Episode OverviewWelcome to Episode 47 of Family Office Daily, your daily podcast for business owners building family office structures. Today we're in Phase 2: Legacy Assets (Pillar 1 - Values, Culture, Identity), confronting the most common resistance to intentional wealth management: the belief that "we're not that kind of family." This episode reveals why informality is a choice with consequences—and why the families who last are the ones who choose structure on purpose. Action Step Identify one area where you've said "We're not that kind of family." Examples: Having formal money conversationsWriting down a Family Statement of PurposeDefining who decides what regarding wealthCreating succession plans while everyone is healthyDiscussing estate plans with adult childrenThen ask yourself this critical question: "What am I protecting by staying informal—intimacy or avoidance of responsibility?" The families that last choose responsibility over comfort. They don't become "that kind of family" by accident—they choose it on purpose. Resources Mentioned Free Resources at www.producerswealth.com/family: Download free copies of M.C.'s books:The Business Owner's Family OfficeGet Wealthy for SureWatch the free 10-minute video: How to Create Your Own Family Office in 90 DaysBook a consultation call with M.C.'s teamKeywords Family wealth planning objections, family office for middle class wealthy, informal wealth management problems, family business succession crisis, we're not that kind of family, avoiding wealth planning consequences, family conflict over money, structure vs intimacy family wealth, business owner estate planning resistance, casual wealth management dangers, protecting family relationships money, family governance documents, why wealthy families fight, succession planning without conflict, entitlement prevention strategies, family wealth communication, Rockefeller family planning, family office $3M net worth, intentional wealth management, generational wealth protection Hashtags #FamilyOffice #WealthPlanning #FamilyBusiness #SuccessionPlanning #EstatePlanning #GenerationalWealth #FamilyGovernance #BusinessOwners #WealthManagement #LegacyPlanning #FamilyConflict #StructureAndIntimacy #IntentionalWealth #FamilyWealth #PreventingEntitlement #HighNetWorth #WealthStewardship #FamilyOfficeStructure

    8 min
  3. 2D AGO

    Episode 46: What a Family Statement of Purpose Does

    Most wealthy families have financial plans but lack the one document that makes everything else work: a Family Statement of Purpose. In this episode of Family Office Daily, M.C. Laubscher explains how this simple yet powerful tool transforms family wealth management by creating alignment, ending money conflicts, and providing a decision-making filter for every financial choice. Through real client stories, discover why families fight about money even when they have plenty—and how a one-sentence statement can eliminate years of confusion. If you're a business owner with $3M+ struggling to align your family around wealth decisions, this 7-minute episode gives you the exact framework to create clarity today. Show Notes Overview Welcome to Episode 46 of Family Office Daily, your daily podcast for business owners building family office structures. Today we're in Phase 2: Legacy Assets (Pillar 1 - Values, Culture, Identity), exploring the Family Statement of Purpose—the document that transforms wealth from a source of anxiety into a tool for intentional legacy building. Action Step Write your family's one-sentence Statement of Purpose today. Use this structure: "Our family's wealth exists to..." and complete the sentence. Examples: "...create security and opportunity for future generations.""...fund meaningful experiences and give generously.""...build businesses that create jobs and solve problems."Don't aim for perfection—aim for clarity. You can refine it later. Get something on paper now. Resources Mentioned Free Resources at www.producerswealth.com/family: Download free copies of M.C.'s books:The Business Owner's Family OfficeGet Wealthy for SureWatch the free 10-minute video: How to Create Your Own Family Office in 90 DaysBook a consultation call with M.C.'s teamKeywords Family statement of purpose, family wealth management, family office planning, wealth purpose statement, family financial alignment, business owner wealth strategy, stop fighting about money, family legacy planning, generational wealth planning, wealth decision making framework, family governance documents, estate planning for families, succession planning business owners, family wealth philosophy, purpose-driven wealth, wealth anxiety solutions, family office structure, high net worth family planning, intentional wealth building, wealth stewardship framework Hashtags #FamilyStatementOfPurpose #FamilyOffice #WealthManagement #FamilyWealth #LegacyPlanning #BusinessOwners #FamilyGovernance #WealthPurpose #GenerationalWealth #FamilyAlignment #EstatePlanning #SuccessionPlanning #MarriageAndMoney #WealthStrategy #HighNetWorth #IntentionalWealth #FamilyConstitution #PurposeDrivenWealth

    9 min
  4. 3D AGO

    Episode 45: How the Vanderbilts Handled Identity vs. the Rockefellers

    Discover why the Vanderbilt fortune vanished in three generations while the Rockefeller wealth thrives over a century later. In this episode of Family Office Daily, M.C. Laubscher reveals the critical difference between these two American dynasties: family identity around wealth. Learn how the Vanderbilts' identity of consumption led to financial collapse, while the Rockefellers' stewardship mindset created generational wealth that endures today. If you're a business owner with $3M+ in assets, this episode will challenge you to define your family's identity before it's too late. Identity precedes strategy—and this 7-minute lesson could save your family's legacy. Show Notes Overview Welcome to Episode 45 of Family Office Daily, your daily 5-8 minute podcast for business owners building family office structures. Today we're in Phase 2: Legacy Assets (Pillar 1 - Values, Culture, Identity), examining how two of America's wealthiest families—the Vanderbilts and Rockefellers—handled family identity, and why one fortune disappeared while the other flourished. Key Topics Covered The Vanderbilt Approach to Wealth Identity: Cornelius Vanderbilt's $100M fortune (equivalent to $200B today)Identity built on status, consumption, and visible wealthThe Biltmore Estate, The Breakers, and conspicuous spendingWhy "being rich" as an identity leads to wealth depletionComplete fortune loss within three generationsThe Rockefeller Philosophy of Stewardship: John D. Rockefeller's approach to teaching wealth valuesChildren's ledgers, chores, and intentional money educationDefining family identity as "stewards" not "consumers"How stewardship identity creates multi-generational wealthRockefeller wealth preservation across 100+ years and hundreds of descendantsApplying This to Your Family Office: The difference between owners and stewards of wealthHow consumption becomes the default identity without intentional designWhy identity must be defined before strategy can workThe critical question: "Who are we as a family in relation to this wealth?"Moving from "we earned this" to "we steward this"Action Step Complete this sentence honestly: "Our family's identity around wealth is..." Write it down. Be brutally honest about your current identity, not your aspirational one. This clarity is the first step toward building a family identity that preserves wealth across generations. Key Quotes "Consumption doesn't compound. It depletes.""When being rich is your identity, losing money means losing yourself.""The Vanderbilts saw themselves as owners of wealth. The Rockefellers saw themselves as stewards of wealth.""Identity isn't about what you have. It's about what you do with what you have.""Identity precedes strategy. Always.""Success is a moment. Identity is a system."Who This Episode Is For  ✅ Business owners with $3M+ in assets ✅ Entrepreneurs building family office structures ✅ High-net-worth families concerned about generational wealth transfer ✅ Parents teaching children about money and stewardship ✅ Anyone who wants to understand why wealthy families fail or succeed ✅ Financial advisors, CPAs, and estate attorneys serving affluent clients Resources Mentioned Free Resources at www.producerswealth.com/family: Download free copies of M.C.'s books:The Business Owner's Family OfficeGet Wealthy for SureWatch the free 10-minute video: How to Create Your Own Family Office in 90 DaysBook a consultation call with M.C.'s teamKeywords Family office, generational wealth, Vanderbilt fortune, Rockefeller wealth, wealth preservation, family identity, stewardship vs consumption, multi-generational wealth, business owner wealth management, family office structure, legacy planning, wealth transfer, high net worth families, family governance, estate planning for business owners, wealth stewardship, private wealth management, family wealth identity, how to preserve wealth, why wealthy families fail Hashtags #FamilyOffice #GenerationalWealth #VanderbiltFamily #RockefellerFamily #WealthPreservation #LegacyPlanning #BusinessOwners #FamilyGovernance #WealthStewardship #PrivateWealth #EstatePlanning #HighNetWorth #FamilyBank #WealthTransfer #MultiGenerationalWealth

    7 min
  5. 4D AGO

    Episode 44: Why Your Operating Company Needs a Holding Structure

    Discover why every business owner with $3M+ in company value needs a holding structure—and how this single strategy can protect your family's entire financial future. In this episode of Family Office Daily, M.C. Laubscher reveals the asset protection strategy the Rockefellers used from day one, and why most business owners wait until it's too late. Your operating company generates revenue, but it also creates liability. Every customer interaction, employee relationship, vendor contract, and competitive move represents potential risk. When you keep all your wealth inside your operating company, you're betting your family's entire future on nothing going wrong. That's not strategy—that's hope. And hope is not a plan. The Rockefellers never kept wealth in one place. They created layers: holding companies that owned operating companies, trusts that owned real estate, and foundations that owned investments. They thought protection first, optimization second. In this episode, you'll discover: Why operating companies create daily liability exposure for business ownersThe three critical reasons you need to separate ownership from operationsThe real story of "Dave the contractor" who lost everything in one lawsuitHow holding structures provide legal separation and asset protectionTax efficiency strategies wealthy families use to redeploy capitalWhy holding companies make succession and estate planning exponentially easierThe basic anatomy of a holding structure (operating company, real estate entity, IP holding)How to create flexibility while maintaining control of your businessWhy complexity in structure creates simplicity in outcomesThe exact conversation to have with your attorney and CPA this weekKeywords: holding company structure, business asset protection, operating company protection, business owner liability protection, LLC holding company, corporate structure for business owners, family office structure, business succession planning, asset protection strategies, business entity structure, legal entity separation, business owner estate planning, tax efficient business structure, protecting business assets, business lawsuit protection, family business structure, wealth protection strategies, business owner wealth management, multi-entity business structure, business real estate separation, intellectual property holding company, business owner exit planning, generational wealth business, business legal structure, entrepreneur asset protection Hashtags: #HoldingCompany #AssetProtection #BusinessOwner #LLCStructure #BusinessSuccession #FamilyOffice #WealthProtection #BusinessStructure #LegalEntityStructure #BusinessPlanning #EntrepreneurProtection #BusinessLawyer #CPAAdvice #EstatePlanning #BusinessExit #SuccessionPlanning #BusinessLiability #CorporateStructure #SmallBusinessOwner #PrivateWealth #BusinessStrategy #FinancialProtection #GenerationalWealth #BusinessLegacy #WealthManagement 📚 FREE RESOURCES: Books: The Business Owner's Family Office & Get Wealthy for Sure 📹 Free video: How to Create Your Own Family Office in 90 Days 📞 Book a call with our team 👉 www.producerswealth.com/family

    8 min
  6. 5D AGO

    Episode 43: Recording Wisdom for the Next Generation

    Discover the critical difference between passing down stories and passing down wisdom—and why only one preserves generational wealth. In this episode of Family Office Daily, M.C. Laubscher reveals how to record the decision-making principles that will guide your family for generations. Most families pass down money without the mastery that created it. They share anecdotes without the principles. Stories without the wisdom. And that's why 70% of wealthy families lose everything by the second generation, and 90% by the third. The Rockefellers didn't just tell stories—they codified principles. John D. Rockefeller wrote letters explaining not just what he did, but why he did it. The thinking behind every hard decision. That curriculum is why the family is still wealthy six generations later. In this episode, you'll discover: The critical difference between stories and wisdom (and why confusion costs fortunes)Why the Rockefellers documented decision-making frameworks, not just outcomesHow to identify and record your hardest decisions for the next generationThe power of recording your mistakes (not just your successes)How to explain your money philosophy so your kids don't contradict itWhy your regrets are your children's shortcutsThe 10 Wisdom Interview questions every family leader should answerHow to answer the hard questions your kids are afraid to askThe practical framework for creating a transferable decision-making curriculumWhether you're a business owner planning succession, building a family office, or creating a multi-generational legacy, this episode provides the exact questions and framework to record wisdom that compounds across generations. The 10 Wisdom Interview Questions: What's the most important decision you ever made, and why?What's the biggest mistake you ever made, and what did you learn?If you could go back to age 30, what would you tell yourself?What do you believe about money that most people don't?What's your biggest regret, and how can I avoid it?What are you most proud of, and why does it matter?What do you want your grandchildren to know about you?What values guided your hardest decisions?What do you wish someone had taught you that you had to learn the hard way?If you could only pass down one principle, what would it be?Keywords: wealth transfer wisdom, generational wealth principles, family office succession, business succession planning, recording family wisdom, decision-making framework, Rockefeller wealth principles, legacy planning strategies, transferring business wisdom, family wealth education, multi-generational wealth transfer, teaching financial literacy, business owner succession, family governance wisdom, estate planning principles, wealth preservation strategies, entrepreneurial legacy, passing down business knowledge, family financial philosophy, inheritance wisdom, money mindset transfer, business owner retirement, family leadership transition, wealth stewardship principles, private wealth management, high net worth succession 📚 FREE RESOURCES: Books: The Business Owner's Family Office & Get Wealthy for Sure 📹 Free video: How to Create Your Own Family Office in 90 Days 📞 Book a call with our team 👉 www.producerswealth.com/family #FamilyOffice #WealthTransfer #BusinessSuccession #GenerationalWealth #LegacyPlanning

    9 min
  7. 6D AGO

    Episode 42: The Family Story as an Asset

    Discover why your family story is one of your most valuable assets for preserving generational wealth. In this episode of Family Office Daily, M.C. Laubscher reveals the critical difference between families who build lasting legacies and those who lose everything within three generations. Learn why the Rockefeller family has maintained wealth and unity for over 150 years while the Vanderbilt fortune—once worth $200 billion in today's dollars—completely vanished. The difference isn't investment strategy or business acumen. It's story. In this episode, you'll discover: Why most wealthy families lose their fortunes by the third generation (and how to prevent it)The invisible asset that holds family wealth together across generationsHow to document your family story before it's too lateThe exact questions to ask when recording family wisdomWhy the Rockefellers built a narrative, not just a portfolioHow family stories create stewardship instead of entitlementPractical steps to capture and codify your family's valuesThe three-step process for treating your family story as infrastructureWhether you're a business owner, entrepreneur, high-net-worth family, or building wealth for future generations, this episode provides actionable strategies for creating the narrative foundation that protects your legacy. SEO Keywords:family office, generational wealth, wealth preservation, family legacy, business owner wealth, Rockefeller family, Vanderbilt family, multi-generational wealth, family governance, estate planning, wealth transfer, family values, legacy planning, high net worth families, business succession, family constitution, wealth management, entrepreneurial families, family wealth strategy, stewardship, inheritance planning, family story, family narrative, legacy assets, wealth mindset, family office structure, private wealth, ultra high net worth, family business succession, wealth psychology Hashtags:#FamilyOffice #GenerationalWealth #WealthPreservation #LegacyPlanning #BusinessOwner #Entrepreneur #HighNetWorth #FamilyGovernance #EstatePlanning #WealthManagement #PrivateWealth #FamilyBusiness #Stewardship #SuccessionPlanning #WealthMindset #FinancialLegacy #UltraHighNetWorth #FamilyValues #BusinessSuccession #WealthBuilding Free Resources Available: The Business Owner's Family Office (book)Get Wealthy For Sure (book)10-minute video: How to Create Your Own Family Office in 90 Days90-day Family Office course1-on-1 consulting options👉 producerswealth.com/family

    10 min
  8. FEB 11

    Episode 41: Schedule Your First Family Conversation

    In this practical action-step episode of Family Office Daily, host M.C. Laubscher provides a proven framework for scheduling and conducting your family's first conversation about wealth. Drawing lessons from the Rockefellers' structured family meetings and the Vanderbilts' avoidance that led to lost fortune, this episode delivers the exact structure needed to start meaningful family financial discussions—even if your family has never done this before. Learn the five essential elements that make family money conversations productive instead of awkward: clear purpose, defined agenda, assigned roles, decision-making process, and documentation. M.C. breaks down a simple one-hour agenda with three foundational questions that will lay the groundwork for multi-generational wealth preservation. Whether you're a business owner with $1M-$10M in assets or just starting to think about family office strategies, this episode gives you the confidence and tools to take the first step this week. Show Notes Key Topics Covered: Why Family Conversations Matter for Wealth Preservation How the Rockefellers built legacy through regular family meetingsWhy the Vanderbilts lost everything by avoiding these conversationsThe truth: families that can't talk about money can't protect itThe Five Elements of Productive Family Money Conversations Clear Purpose - How to frame the conversation around listening and understandingDefined Agenda - A proven 60-minute structure with three key questionsRoles - Why someone needs to facilitate (and who that should be)Decision-Making Process - The one simple decision to make at the endDocumentation - Why taking notes compounds wisdom across generationsHow to Schedule Your First Conversation This Week Step 1: Picking the right time (60-90 minutes uninterrupted)Step 2: Inviting the right people (start simple)Step 3: Setting clear expectations upfrontStep 4: Preparing the physical spaceThe Three Foundational Questions What does wealth mean to you?What do we want to be true in 25 years?What would we never want to happen with our money?Addressing Common Fears What if your spouse doesn't want to participate?What if your kids think it's weird?What if the conversation turns into an argument?Why awkwardness is progress, not failureThe Long Game How this first conversation signals that wealth is a conversation, not a secretBuilding muscle memory for harder conversations laterWhy the Rothschilds made family conversations a ritualStarting a tradition that could last for generationsEpisode Timestamps 0:00 - Introduction: Today's Action Step0:30 - Why Family Money Conversations Matter Now2:00 - The Five Elements of Productive Conversations2:15 - Element 1: Clear Purpose3:00 - Element 2: Defined Agenda (The 3 Questions)4:00 - Element 3: Roles and Facilitation4:45 - Element 4: Decision-Making Process5:15 - Element 5: Documentation and Note-Taking6:00 - How to Schedule It This Week (4 Steps)8:00 - What If It Goes Wrong?9:00 - The Long Game: Building a Ritual9:45 - Action Step and Call to ActionKey Takeaways ✅ Action Step: Schedule your first family money conversation this week ✅ Use the three foundational questions to guide discussion ✅ Focus on listening and understanding, not lecturing or deciding ✅ Document key points for future reference ✅ Commit to scheduling the next conversation before ending Free Resources Available: The Business Owner's Family Office (book)Get Wealthy For Sure (book)10-minute video: How to Create Your Own Family Office in 90 Days90-day Family Office course1-on-1 consulting options👉 producerswealth.com/family Keywords family office conversations, how to talk to family about money, family wealth meetings, scheduling family financial discussions, business owner family office, wealth preservation strategies, family governance, Rockefeller family meetings, multi-generational wealth planning, family financial planning, estate planning conversations, family money talks, wealth transfer planning, family office for business owners, legacy planning, family financial meetings, how to start family wealth discussions, family office structure, private wealth management, family capital preservation SEO  #FamilyOffice #WealthPreservation #FamilyWealth #BusinessOwners #LegacyPlanning #MultiGenerationalWealth #FamilyGovernance #WealthManagement #PrivateWealth #FamilyOfficePodcast #ProducersWealth #FinancialLegacy #WealthBuilding #FamilyFinance #EstatePlanning #FamilyMeetings #WealthTransfer #RockefellerPrinciples #FamilyCapital #GenerationalWealth

    9 min

About

Family Office Daily is the 365-day operating system for business owners generating $1-10M in annual revenue who are ready to build lasting family wealth. Hosted by M.C. Laubscher, each episode combines family office principles, tax optimization strategies, asset protection tactics, and generational wealth planning into short, actionable lessons. Learn how to consolidate fragmented wealth, structure your finances for asset protection, reduce taxes legally, build a family banking system, establish governance frameworks, and prepare capable heirs for wealth stewardship. Through real case studies of the Vanderbilts, Rockefellers, and Rothschilds, discover how the wealthiest families structure their wealth across generations—and how you can apply those same principles to your family office. This podcast teaches business succession planning, estate planning alternatives, wealth transfer strategies, and family governance systems designed specifically for entrepreneurs and business owners. Perfect for: self-made millionaires, C-suite executives, private business owners, founders, and high-net-worth individuals ready to move from wealth creation to wealth preservation and legacy building. Topics covered: family office framework, wealth consolidation, tax strategies for business owners, asset protection, family governance, continuity planning, multi-generational capital management, and how to avoid the mistakes that destroy family wealth within three generations. Family Office Daily. Where business owners become wealth architects.