Is your business success translating into a lasting legacy for your family?
Many entrepreneurs focus on growing their business, but overlook the equally important work of protecting their wealth and preparing the next generation. In this episode, Peter Culver shares expert strategies for designing a legacy that aligns your financial success with your family’s long-term values and vision.
In this episode, you will:
- Learn why succession planning is vital, and often ignored by business owners
- Discover how to integrate your values into a lasting legacy that goes beyond the balance sheet
- Get practical tools to prepare your heirs for wealth, responsibility, and purpose
Press play to explore how thoughtful planning can help you build wealth that lasts and a family mission that lives on.
About Peter:
Peter co-founded Freedom Family Office to help entrepreneurs produce predictable income, build their legacy, and create their ideal life. Peter has started four financial services companies and written two books.
Peter lives in NYC and Connecticut with his wife, Anna, and his four children. When he's not serving his many entrepreneurial clients or spending time with his family, he's passionate about golf, fly fishing, and hiking.
Connect with Peter:
Referenced in this Episode:
The Power of a Legacy Letter: Leaving Words That Last a Lifetime with Blake Brewer
Family Wealth by James Hughes
Tom Rogerson's Family Governance Consulting
Episodes air weekly on Mondays and Wednesdays.
Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.
If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.
Disclaimer
This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.
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