Welcome to Building Generational Wealth, the podcast that dives deep into strategies for creating, preserving, and passing down wealth across generations. Hosted by Jacqueline Wilson, this show provides actionable insights and expert advice to help families build a lasting legacy and manage their wealth with purpose.

In today’s episode, we focus on the often overlooked yet vital aspect of wealth management—Documenting Wealth Values. It’s not just about building wealth; it’s about defining the why behind it. Why do we want to accumulate wealth? What values guide how it should be used? And how can we ensure that future generations manage it responsibly?

Through documenting your family's wealth values, you establish a clear financial philosophy that can guide decisions and preserve family unity for generations to come. Join us as we discuss the importance of creating a Wealth Values Document, setting clear expectations for future generations, and implementing these values into your family's financial culture.

Key Topics Covered:

• Why documenting wealth values is essential for long-term financial success
• How to define the core purpose of your family’s wealth
• Principles of financial stewardship, generosity, and education
• Setting expectations for future generations and creating a financial education plan
• How to align estate planning with your family’s wealth values

Building Generational Wealth equips families with the tools and knowledge they need to leave more than just money—they leave behind a legacy of values, wisdom, and financial responsibility.

Subscribe now on Spotify, Apple Podcasts, or Amazon Music to start building a lasting financial legacy that will endure for generations.

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