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Kingdom Success: Christian | Jesus | Success | Prosperity | Faith | Business | Entrepreneur | Sales | Money | Health
KS 421 - Crafting Your Family Constitution: The Blueprint for Generational Legacy
Do you meticulously plan your business strategy but wing it when it comes to your family's future? You're not alone. In this powerful episode, Tyler McCart shares a wake-up call for marketplace Christians about the glaring disconnect between how we approach business planning versus family planning.
Tyler recounts a story from speaker Randy Pope who, at a business conference, challenged executives on this very contradiction. These leaders unanimously agreed they would never invest in a venture without a comprehensive plan, yet when asked about their life and family plans, the room fell silent. This revelation becomes the springboard for Tyler's passionate call to create family constitutions—frameworks that unite spiritual values with financial legacy.
Drawing from biblical principles and personal experience, Tyler explores how a family constitution serves as the North Star for generational wealth transfer that honors God. He outlines practical steps for defining family values, creating a shared vision, and establishing governance structures that can preserve both spiritual heritage and financial resources across multiple generations. Just as Moses documented Israel's stories in the Torah, Tyler encourages families to document their values and formative stories to guide future generations.
This isn't about controlling your children's paths, but rather establishing a structure that can help pass along generational values and wealth for three generations or more. Tyler references the Rockefeller family's seven-generation success as an example of what's possible with intentional planning.
Ready to stop compartmentalizing your faith and finances? Connect with Tyler about family banking and legacy planning through the contact information in the show notes. Whether you're just starting your personal life plan or ready to create a comprehensive family constitution, this episode provides the blueprint for building a legacy that matters.
Proverbs 22,. Verse 29 says Do you see a man skillful in his work? He will stand before kings. He will not stand before obscure men. Fellow Marketplace Christians, stop apologizing and start winning. Welcome to the Success Edge, the show that helps you take your walk as a Marketplace Christian to the next level. Here's your host Christian entrepreneur Tyler McHart.
Speaker 2:What's going on? Kingdom of Success. This is Tyler McHart coming at you, episode 421. Man, excited to be able to do this episode with you guys. Thank you so much for tuning back in. Excited to be able to do this episode with you guys. Thank you so much for tuning back in. It is an honor and a blessing that you would even be listening to this and if you're a returning listener, I'm even more honored because you actually came back.
Speaker 2:So I'm actually out on a walk right now and I've got some notes on my phone because, like I promised you, I was going to talk a little bit about something that kind of related to actually last week's episode and it was actually in regards to the family planning aspect. So good morning. So before I jump into all that, I just want to give a quick shout out to the sponsor, and that's obviously this education process that I'm taking people on with a deeper dive into the family banking and legacy planning process. Guys, if you would like to do what the Rockefellers did, except do it from a biblical standpoint, and that is to actually help a family keep their wealth together for now seven generations and be able to keep the family values, the family motto together, like what the Rothschilds have been able to do from again biblically. I would highly recommend you actually reach out to me, send me a message right down below in the show notes and we can have a good morning, have a good conversation about that. Talk in more in-depth. Please put your email address or phone number when you're actually sending that message to me so I have a way to get back with you.
Speaker 2:But again, family banking and legacy planning guys, helping you take control, helping you well, I'll just leave it at that. So there you go. So I know that this episode might actually parlay right into what I just got done, mentioning about our morning, family banking and legacy planning, but it's something that has just been stirring on my heart over the last several weeks, last several weeks, and I've grown considerably in this area, having just a whole greater understanding and a greater insight and really seeing the importance of this. Good morning. Those are beautiful dogs right there. So story time. Boys and girls, here we go, story time. So I think I mentioned to you that I recently got together with a state planning and business planning attorney, so I'm probably actually partnering up with him for this whole legacy, family banking and legacy planning aspect. But he, as I, was giving him this vision of what we're doing, what I feel led the Holy Spirit is leading me to do as far as helping people.
Speaker 2:He actually recommended I go listen to a YouTube slash podcast episode from my Iron Forums and the speaker was Randy Pope. Okay, good morning, and Randy, I believe. I don't really know his background. I know he's maybe a former pastor and but I wound up finding the episode and he was mainly talking about business. Okay, he was coming from a kind of a leadership, talking about culture, how culture, you know, kind of plays into things with your business and your organization. You might be leading, but did he ever kind of knock at least me, knock me out just out of the upside the head with this whole entire thing? Sorry about that, guys. I had to push pause because they were blowing off this field.
Speaker 2:I don't know if you can hear that in the background, but, man, that was loud. So anyway, let me go back to the story. So I'm sitting there listening to Randy and Randy he tells the story of how that he got invited to be a guest speaker at this business conference. And actually it was actually for a specific company and this company had well over like 1,000 employees. So they had pulled in like at least 100 or so of their senior managers and top-level executives and they were doing a conference and they brought Randy in and Randy said you sure you want me to come in, because I would say I'm a Christian and what I teach is Bible stuff? And he said, well, can you do this without talking about the Bible? And Randy's like, well, sure, I'll do it, I'll take the challenge. So he goes to this business conference where this totally you know company that has nothing to do with Jesus, nothing to do with anything spiritual Jesus, nothing to do with anything spiritual. He comes in and one of the very first questions he asks this group. He starts taking kind of like soliciting answers from them about having a business plan and planning. And why is it important? And he said, man, he had all these executives, all these managers start giving reasons why planning and strategy is so important to business, is so important to business. And he said they probably talked about that for at least the 10 to 15 minutes, all the executives and all the people giving him feedback. He'd ask another question. Another executive would get up and talk, and so at the end of that he turned the tables on him. Oh, how it is with a speaker. He turned the tables on him and said, just by a show of hands, so he said so you know, in essence, having a business plan is vitally important. You know, you would not go and invest into this company or any said company or any said you know project, if the person because he was just kind of summing up everything they had been telling him said that so you would not go and invest your money into a project, that if the guy just kind of came out there and nonchalantly said, hey, we're going to go sell a whole lot of stuff. Our plan is to get out there, beat the streets, you know, shake some bushes and go and talk to a lot of people about this widget that we have. That's our plan. I seriously doubt, and y'all would probably agree that you would actually go and invest your money into, say, someone that did not have a plan. Everybody, 100% everybody in the audience said absolutely no way, jose. Well, good morning.
Speaker 2:Randy goes says so based upon what you guys have told me. Tell me about your life plan and your plan for your family, your family plan. And it was crickets, crickets. Nobody answered, nobody said anything. I think there might have been one or two executives that might have raised their hands Crickets. Nobody answered, nobody said anything.
Speaker 2:I think there might have been one or two executives that might have raised their hands and said you know, actually I have a kind of somewhat of a life plan. I have a mission statement, a value statement, some values and everything like that, but that's about it. And Randy kind of challenged them and said so here you are, guys. This is just a wake-up call. Here you are. You would never invest into a business, into any kind of enterprise, any kind of project. You wouldn't invest your time, you wouldn't invest any of your resources if you knew that that thing that you're investing in had no plan. And hence 90, probably 95% of us in this room don't even have a life plan and don't even have a plan for their family, which I would hope that everyone in this room would sit there and agree with me. Well, those two things right there are probably way more important than any kind of business plan that you could ever have.
Speaker 2:So when Randy got done talking, I'm going oh man, good morning. I said wow, wow, wow, I'm going to have to use this right here on the King of Success podcast episode, right here. I know this is going to hit home with everybody in the sound of my voice. I know this is going to hit home with everybody in the sound of my voice. So here I am doing Joshua Men this year and we did. We actually had a month where we actually spent time in a book called Visionary by Andy Stanley and really kind of where we actually talked about what is our vision statement, what is the mission statement for our life, what is our values that we have, and that was all well and good.
Speaker 2:But I don't believe that we really spent enough time talking about the planning process. Because, gang, I'm just going to go ahead and tell you, the planning process is not the fun part. It's difficult, it requires actually thinking, it requires you actually taking the time to slow down, to actually make a plan. It requires you to actually have to go and talk to other people about your plan. Good morning sir. Anticipate other outcomes or things that you have that might come up, and it's tough, it's not the most glorious, it's not the most glamorous thing out there, but here I am. I'm not going to talk about today your life plan, because I believe you need one and I hope that you know, honestly, your life plan. Let me take a side note real quick about life plan.
Speaker 2:Okay, so for me personally, something that has really helped me out. I know this might be old school, but and I didn't know I was doing this until I but and I didn't know I was doing this until I, until it kind of happened. So I decided this past year in December that I was actually going to go back to a paper planter and there's a paper planter system. This is just a resource that you can go and use if you want to do it. There's a paper planter system. This is just a resource that you can go and use if you want to do it.
Speaker 2:There's a paper planner system called the Franklin Covey. It was big back in the 80s and 90s huge. And then all of a sudden, you know, everybody got so, even myself got so hyper-focused and hyper-excited about digital and we're never going to use paper again, and so forth Morning, to the point where that you know we got lost in this digital age and you know, digitalize this place. But I've just I've kind of come back to the fact that I needed something where I can actually have come back to the fact that I need something where I can actually have a tactile feel and write something out, because, man, my brain does something a whole lot different than sitting there typing on the keyboard. Well, anyway, so I got a Franklin planter and you know, honestly, it's kind of bulky, I'm not going to lie, but it acts kind of like my central hub for really a lot of things for me. Well, anyway, inside that paper planner, it does a great job of actually helping you walk through your mission statement, your values and how to actually incorporate that into your life, into your day-to-day stuff. So that's just a thought. There's probably other resources out there that help you do that with your life plan, but that Franklin Covey stuff, I mean, I'd do it even today. I was looking at it yesterday and just check to see if I'm on track.
Speaker 2:Well then we talk about family stuff. Whoa, I mean, we're quick. I mean I'm thinking of a gentleman right now that's on LinkedIn. Great guy, he's actually a great man of God too, and he's got his own executive coaching for leaders and for a specific industry. I don't need to go in the industry, but he does a great job and you know he's all very intentional about. You know how you've got to have a direction. You've got to have a vision. You've got to have values that you can. You know he's all very intentional about. You know how you've got to have a direction. You've got to have a vision. You've got to have values that you can, you know, help your team with, and so forth.
Speaker 2:And I'm just sitting there going. You know where are all the family consultants? Where are the family consultants that come along us dads? Where are the family consultants that come along us dads? Yep, I believe we've got ministers of the gospel that can help us do that from a spiritual standpoint. But here's the problem with that we forget that we have this financial element that plays into our families and we live in these silos so, and we don't have a plan in order to be able to mix both of these together in the most respected way. We want to keep these two things separate. We want to keep these two things separate.
Speaker 2:And, gang, I mean I saw my mom and dad God rest their souls do a fantastic job I mean I'm talking amazing job of creating a spiritual legacy, spiritual heritage for me and my sisters and for the grandchildren okay, for me and my sisters and for the grandchildren. I'm seeing it play out for my in-laws as well. They're doing just a fantastic job. But on the other side, I'm just going to speak to my parents because they're passed away. So they actually did the Bible.
Speaker 2:I know people criticize me or criticize people for actually, you know, having wealth get passed down and so forth, and I'll admit, there is this whole entire trust fund, baby type stuff, baby type stuff. But if it's done right, if it's done with integrity and ethics and it's taught right, here's the big thing. If it's taught right and communicated right, oh man, this is a powerful, powerful thing. What the enemy wants to keep in silos, and that was it For me. That was what happened to me, that I saw with my parents.
Speaker 2:You know, mom and dad did a fantastic job from a spiritual standpoint, did a fantastic job from a financial, to do the Bible, to leave an inheritance for your children's children, okay, yet, yet it was done in silos, it wasn't brought together, it wasn't taught to us kids from a standpoint of how do we take this ship, this creation that we've worked so many years, these 80,000 hours of our lives that we've worked, how do we take this that we've worked so much for and package it all together? How do we do that? How do we break down those silos? Well, I feel like that. We've got to have a new vision for families. This is not going to be a new concept, but it's definitely going to be something maybe new to you that you've probably never heard of, because it's not spoken about a lot, and that's actually to have a family constitution. Yep, a family constitution.
Speaker 2:So what is the family constitution? I'm just going to read what I've documented so far. So this is a simple, powerful framework that helps you, help your family, build a legacy rooted in values, vision and unity. Okay, so this actually gives your ship I'm going to call it your ship your family, your family is your ship. You're the captain of the ship. This whole family constitution actually gives your family direction. Family Constitution actually gives your family direction. It gives them something to be that North Star for them. So I know that I've even got documents now that I've started to create to be able to help families go through this.
Speaker 2:Actually, this exercise and you know, if you're interested in this, you know reach out to me again but you know, being able to define your family values. What does your family want to be known? What does your family value? This involves your kids, having conversations with kids. I've done this here recently. I've done this here now with my family. How about defining your family vision?
Speaker 2:Okay, having a family vision of these types of things that you want to see, the spiritual family culture, wealth, this vision that you want to have, and even having kind of a mission statement and with these family values, you actually kind of back the family values up with you. You know what they actually mean. The family values are actually just not just say, hey, I'm going to value honesty and integrity, okay, great, a lot of corporations, a lot of companies. I mean, how many companies do you know? How many companies do you know that have that right there? But honestly, it's just words on a, you know a wall and that's all they are. They're really not practiced. They don't really have any kind of substance behind them or action plan behind them. This, this is again why the this whole planning thing has to happen. Well, in that family constitution, you can actually get feedback and consensus actually with your family.
Speaker 2:Bring your family together, like I did this recently over the summer with my kids and my wife, where we talked about our values, we talked about the vision to lay the groundwork of what we're trying to get accomplished as a McCart family, and then you got to implement it. Now you can, you can and this is where I believe the silos have to be broken down and where we don't have to be afraid of all right is where that we actually kind of make this into a legal document of how a family is supposed to to to go forward. That might be a little bit of stretch for a lot, lot of people. You might say, well, why do I want to do that? Well, the financial piece is a big piece because I just have to go off on this real quick. To go off on this real quick, so when my mom and dad were alive and were able to influence us as kids and their grandkids, to bring the family together.
Speaker 2:Well, it took some money to do that. You know my mom and dad my mom primarily we would have a family vacation at least once a year, and she didn't know she was doing this, but she was. And you know, one good reason why we were able to come together is because mom said hey, look, we're getting together as a family. I bought the lodging so you don't have to pay for that. All right, now you're going to pay for the food and travel to get down there, but the lodging is paid for and, trust me, we would all show up. Isn't that amazing? It's amazing how that worked. But you know what. It took money. It took money to be able to do that. Now you might say, hey, tyler, I'm nowhere near to even pay for my family to have something. That's okay. Hey, can you get together for a backyard barbecue and gather people together at your house, bring them together and just cook some hot dogs? You don't have to be expensive and do that. You don't have to go off on a vacation. But here's where the family constitution stuff really kind of kicks in. But at some point on that vacation, some point in that you know.
Speaker 2:Gathering of your family, guys, at some point you pull out and you start talking about the vision, you start talking about the values of the family. Doesn't have to be long, can be 15 minutes, it could be an hour, it doesn't matter. Also, where you share stories with your kids and your grandkids about decisions you made, about things that you had to decide upon that were tough decisions, and how God guided you, how the Holy Spirit guided you into certain areas of your life. Having those stories actually documented, not just in word format, but actually documented. And you want to know something that's actually biblical documented stories. I mean, look at the children of Israel. Stories. I mean, look at the children of Israel, moses. Moses took all the stories of Genesis, exodus, leviticus, numbers, deuteronomy and wrote them all down. And the Torah now is the central hub, central hub to actually the Jewish faith. That was no mistake at all. God knew exactly what he was doing by guiding Moses to be able to gather up all these stories and piece them together. No accident there.
Speaker 2:So why don't we do that? Why don't we actually have some kind of document that helps our family stay together, help them govern and not just have basically where we divide the wealth up that mom and dad have worked so hard for for all these years. Basically, it's just a distribution and then you go off and do whatever. But what if we actually kept the wealth together and worked together as a family, had parameters, had governing, you know things for that, had conflict resolution kind of baked in, having decision-making process baked in to that family constitution to be able to help them? This is all family planning. Guys, you might say, golly, tyler, this is a lot. But well, tell me your business plan. Tell me the business plans you got. Is it fairly detailed out? Do you have numbers? Do you have, you know, activities? Do you have things that you're going to do? Yeah, you do. So why would you do this for your family? This is what, guys, I apologize for. I don't apologize because I'm talking to my own self, because I didn't do this and I'm doing it now.
Speaker 2:I'm at 47 and I kind of woke up and said you know, I've got to change. I've got to change my family. I've got to start teaching my kids, especially now that they are young impressionable, especially now that they are young impressionable they're still underneath my home, where that I model this, where that teach this and that, where that we start to keep the family together. Yeah, my kids are going to be able to do their own individual things that god's called them to. I'm not so they're going to be a dictator, but I'm going to say that guess what? We can actually have a family structure and a family system that actually helps to pass along generational values, generational legacy, generational wealth, for at least two or three generations. Not two, but how about three? At least have that vision, because that's definitely biblical. I mean Rockefellers, we've got seven generations. I don't know if any of them are Christians, no idea, gang, I know I kind of got a little passionate about this.
Speaker 2:My walk is done, but I hope you get my message with this that this whole family planning stuff and having a life plan is important. And I'm here shouting from the rooftops, talking to families, helping them, guide them through this, saying this is important, this is Bible, and I'm asking you to do something about it. I am Now. Here's my two call to actions. Okay, the first call to action is maybe the first thing you need to do is actually have your own life plan. Okay, maybe you don't have a life plan. Maybe you've never even thought about having a life plan when you have your own personal vision of dad, husband, father. Do you even have that for yourself? I think that has to be your first call to action. Okay, I mentioned Franklin Covey stuff. I know that there's plenty of other things that can help you do that, you know. Again, if you've got questions about that, feel free to reach out to me on it. You know, just put a way to get back with you, all right.
Speaker 2:Second call to action is this resonated with you If this kind of hit home and you actually thought of somebody else, just one person I'm not saying 10, I'm not saying blast this out on social media just one, one person that said, hey, when I was listening to this, I thought about you. I think this would be a good thing, good resource, good little sounding board to help you out and think you through these things. Okay, send this to them, share it. Okay to them, share it. Okay, just share it. So, kingdom of success. I'm going to be quiet with my rant this morning. I'm done with my walk. But, gang, know that you're blessed, you're highly favored, you're empowered to prosper. You walk in divine health. Spirit of breakthrough is on you, gang, we'll catch you on the other side.
