EPISODE 2: Philanthropy as the Positive Glue in Multigenerational Wealth Planning.
Guest: Bleu Blakslee
Host: Rod Zeeb
Length: 26 minutes
In this episode: Innovative Philanthropy: Where Family Purpose, Passion and Planning Meet. A conversation on how philanthropy can be integrated into multigenerational wealth planning, family governance, rising generation engagement, charitable tools and long-term legacy.
EPISODE 1: Private Family Trust Companies are More than Governance & Trust Administration Support – Family Engagement is Important!
Guest: Cindy Steeb
Host: Rod Zeeb
Length: 35 minutes
In this episode: Private Family Trust Companies provide far more than governance oversight and trust administration support. While effective governance structures and fiduciary responsibilities remain essential, long-term success also depends on meaningful family engagement. By fostering communication, educating future generations, aligning family values, and encouraging active participation, trust companies can help strengthen family unity, preserve wealth across generations, and ensure the family's vision and legacy endure. A holistic approach that balances technical administration with relationship-building creates stronger outcomes for both the family and the trust structure.