Estate Planning | The Why, Where, What, & How of Generational Wealth

“Family wealth is like a Jenga tower: it gets taller, more top-heavy, and more fragile without support. The wealth strategies are the scaffolding that keeps the whole thing from falling down.”

Preserving wealth across generations requires strategy, foresight, and a clear understanding of the structures that sustain it. Founders Matt McClintock and Jonathan Mintz unpack the why, what, where, and how of long-term wealth strategy: what role trusts play as flexible scaffolding rather than rigid control, and how thoughtful planning can protect privacy, avoid probate, and support families as circumstances and generations evolve.