Teaminvest Wealth Builders
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Teaminvest Wealth Builders
Planning Intergenerational Wealth: How to Build a Lasting Legacy for Your Family
How can you ensure your children and grandchildren are truly better off? In this episode, Kerry Fleming and Andrew Coleman explore the essentials of intergenerational wealth planning—from the pitfalls of poor preparation to the power of compounding, education, and family culture. Learn how to maximise your legacy, avoid common mistakes, and start the right conversations today.
Key Topics Covered:
- Why most families don’t plan for wealth transfer—and the risks of leaving it too late
- The three compounding assets: wealth, culture, and education
- Real-life scenarios: how a $3M estate can change lives (or disappear)
- The crucial role of education in protecting and growing family wealth
- How to talk to your family about money, legacy, and values
- Practical steps to start your family’s wealth journey today
Timestamps:
00:00 – Introduction: Why legacy matters
05:00 – Wealth, culture, and education: the three pillars
12:00 – What happens without a plan
17:00 – The magic of compounding
23:00 – Real-world examples & numbers
30:00 – Education as the ultimate safeguard
35:00 – How to start the legacy conversation
38:00 – Teaminvest resources for families
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What legacy do you want to leave for your family? Share your thoughts on LinkedIn or Facebook!
About Teaminvest:
Teaminvest is an ASX-listed financial institution focused on empowering investors and families through education, rigorous analysis, and a community of like-minded wealth creators.
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