Building a Family Legacy: Family Offices, Dynasty Trusts, and Multi-Generational Wealth with Rick Durfee
Workplace Intelligence por Sheryl Butchin
Notas del episodio
What does it really take to create wealth that lasts for generations?
In this episode, Sheryl Butchin sits down with estate planning and asset protection attorney Rick Durfee to explore the world of family offices, dynasty trusts, asset protection, and long-term family legacy planning. Drawing on more than three decades of experience, Rick explains why traditional estate planning often focuses too heavily on assets and not enough on the people who inherit them.
The conversation dives into how families can build structures that protect wealth, reduce taxes, develop future leaders, and avoid creating generations dependent on inherited money. Rick also shares why successful wealth preservation requires more than legal documents. It requires intentional education, responsibility, and a long-term vision for family continui ...