5 Types of Capital To Propel Your Legacy with Andrew Van Alstyne episode artwork

EPISODE · Jul 4, 2024 · 36 MIN

5 Types of Capital To Propel Your Legacy with Andrew Van Alstyne

from Design Your Legacy - Life Lessons · host Angelina Carleton

Lost on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your legacy with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com! - The enemy of holistic legacy planning is not having a plan. Not only is this true if you are in the early stages of growing your wealth or if you are in a multi-generational family of wealth. But how many times do we put off the difficult conversations around money, mortality or even balancing checkbooks? That kind of bobbing at sea can leave you to figure out your legacy plans the same way your parents did, without a lot of support. In this week’s episode, hostess Angelina Carleton speaks with Andrew Van Alstyne, a fee based financial planner about the five forms of capital (spiritual, social, intellectual, human and lastly, financial). He also talks about the five biggest problems we are facing today: not wanting to outlive one’s financial capital, concerns around complacency for the next generations in how they will build upon prior intellectual capital, control from the grave through wills and trusts, women as the beneficiaries of wealth with $31T to be passed in the next decade and their questions of ‘what to do next?” as well as how to create a family bank. What’s at stake is the human capital so as to not create ‘country club kids’. Tune in to hear more, including how Andrew is designing his holistic legacy vision! Learn more at https://forfiduciary.com/meet-andrew-van-alstyne. - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Lost on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your legacy with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com! - The enemy of holistic legacy planning is not having a plan. Not only is this true if you are in the early stages of growing your wealth or if you are in a multi-generational family of wealth. But how many times do we put off the difficult conversations around money, mortality or even balancing checkbooks? That kind of bobbing at sea can leave you to figure out your legacy plans the same way your parents did, without a lot of support. In this week’s episode, hostess Angelina Carleton speaks with Andrew Van Alstyne, a fee based financial planner about the five forms of capital (spiritual, social, intellectual, human and lastly, financial). He also talks about the five biggest problems we are facing today: not wanting to outlive one’s financial capital, concerns around complacency for the next generations in how they will build upon prior intellectual capital, control from the grave through wills and trusts, women as the beneficiaries of wealth with $31T to be passed in the next decade and their questions of ‘what to do next?” as well as how to create a family bank. What’s at stake is the human capital so as to not create ‘country club kids’. Tune in to hear more, including how Andrew is designing his holistic legacy vision! Learn more at https://forfiduciary.com/meet-andrew-van-alstyne. - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

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5 Types of Capital To Propel Your Legacy with Andrew Van Alstyne

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This episode was published on July 4, 2024.

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Lost on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and...

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