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Building wealth is one thing—preserving it through generations requires precision planning. The Rockefeller Method, rooted in the legendary financial legacy of John D. Rockefeller, offers the most reliable framework for ensuring your wealth remains secure, thriving, and purposeful across generations.
The Rockefeller Method is a comprehensive approach to wealth preservation that goes beyond mere inheritance. It leverages strategic trust structures, coordinated wealth management, and optimally structured life insurance policies to create an enduring family legacy that empowers future generations rather than spoiling them.
Based on Garrett Gunderson’s bestselling book, What Would the Rockefellers Do?, this method provides a blueprint for financial security and legacy continuity.
Preserve Wealth Across Generations
The Rockefeller Method actively develops your descendants into thoughtful stewards who continue building upon previous successes.
Maintain Privacy and Protect Assets
Strategic trust structures keep your family's financial affairs private and shield assets from common threats like litigation, market volatility, and estate taxes.
Build
Family Unity
Structured family retreats and meetings foster strong relationships, ensuring your legacy includes shared values, traditions, and unified decision-making.
Comprehensive Family Constitution
A Family Constitution gives clear guidelines for wealth management, incentivizes responsibility, and ensures smooth transitions between generations.
The Family Office: Integrated Financial Management
A unified team of financial professionals—including attorneys, accountants, and investment advisors—work seamlessly to manage your wealth according to your family's established philosophy and goals. Unlike fragmented financial planning, the Family Office model ensures coordination, efficiency, and strategic alignment.
The Family Retreat: Strengthening Bonds and Values
Regular retreats reinforce family traditions, educate younger generations, and ensure everyone understands and aligns with your family’s core values. This structured approach cultivates unity and purpose, preventing the fragmentation common in wealth transitions.
The Family Constitution: A Blueprint for Multi-Generational Success
Your Family Constitution provides strategic frameworks for education, philanthropy, business investment, asset protection, and conflict resolution. It guides financial decisions, ensuring each generation builds on the success of the previous one while preserving core family values.
Strategic Trust Planning
Properly structured trusts secure your assets from external threats, maintain privacy, and significantly reduce tax burdens. Trusts ensure seamless wealth transfer, support educational goals, and facilitate impactful philanthropic activities.
Optimized Life Insurance
Strategically designed life insurance policies guarantee the replenishment and growth of family trusts, protecting your wealth against economic fluctuations, inflation, and taxation. Each generation benefits from maximum policy coverage, creating long-term financial sustainability.
Utilizing Human Life Value
Your family's true wealth includes personal values, intellectual contributions, leadership abilities, and professional expertise. The Rockefeller Method recognizes and protects this human life value, ensuring your family's most valuable asset—its members—remain central to wealth preservation strategies.
Permanent Asset Protection: Comprehensive legal structures shield your family's wealth.
Tax Optimization: Strategic planning significantly reduces estate and capital gains taxes.
Unified Wealth Management: Ensures all financial decisions support overall family goals.
Financial Education and Empowerment: Each generation understands and respects the value of wealth.
Sustainable Philanthropy: Your wealth consistently contributes meaningfully to society.
Create an enduring legacy by strategically securing your family's financial future. Schedule a Discovery Call to explore how the Rockefeller Method can transform your family's financial destiny, ensuring sustainable prosperity for generations to come.
*Disclaimer: Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.