Planning Intergenerational Wealth: How to Build a Lasting Legacy for Your Family

How do you ensure your wealth lasts — not just for your children, but for generations to come? In this episode, Kerry Fleming sits down with Andrew Coleman to unpack the real-world strategies, mindset, and education needed for successful intergenerational wealth transfer.Discover why most families fail to plan, how compounding can transform your legacy, and the crucial roles of education and culture in preserving family wealth. Whether you’re a parent, grandparent, or thinking about your own estate, this episode delivers practical, actionable insights you won’t want to miss.What you'll learn in this episode:Why intergenerational wealth transfer matters (and why most families don’t plan)The three things that truly compound across generations: wealth, culture, educationHow to use compounding and smart investing to create a lasting legacyReal numbers: What a $3M estate can do over 20 years (term deposit vs. index fund vs. active investing)The hidden risks of not educating heirs and the dangers of “sharks” and poor planningHow to start the legacy conversation with your familyTimestamps:00:00 – Introduction: Why legacy matters05:00 – Wealth, culture, and education: the three pillars12:00 – What happens without a plan17:00 – The magic of compounding23:00 – Real-world examples & numbers30:00 – Education as the ultimate safeguard35:00 – How to start the legacy conversation38:00 – Teaminvest resources for families🎧 Available on YouTube, Apple Podcasts and Spotify. 🎙️ Enjoyed this episode? Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you.💡 More Teaminvest:For more insights into Teaminvest’s disciplined, research-driven approach to investing, visit our website and learn how to become part of our investor community. Follow us on: LinkedIn | YouTube | Instagram | Facebook📩  Join the conversationHave thoughts or questions? Email us at [email protected]