Ep. 9 - Moving From Generational to Regenerative Wealth: A New Paradigm in Family Planning (2024)

In this transformative episode of my NewLaw Podcast for Entrepreneurial Lawyers, I share a presentation I gave to a VC fund about the concept of “Regenerative Wealth,” a model where wealth creation and distribution are aligned with life-enhancing principles and sustainable growth.

What You’ll Walk Away With:

• Understanding Regenerative Wealth: Explore the concept of regenerative wealth, which emphasizes using assets in a way that benefits the individual, their family, and the community while they are still alive.
• Die With Zero: How to foster full living by planning to utilize all resources by the end of life, ensuring wealth serves its purpose during one's lifetime.
• Creating Sustainable Legacies: Discover strategies for creating legacies that contribute to long-term family and community resilience rather than merely passing on assets.
• The Role of Personal Family Lawyers: Explore how lawyers can become more than just legal advisors by facilitating deeper family conversations and supporting clients in making impactful decisions about their wealth.
• Investing in Relationships: Understand the importance of investing in personal relationships and community ties as a way of building a support network that can outlive financial wealth.

By fostering a deeper understanding of how to manage and discuss wealth, personal family lawyers can guide their clients towards decisions that not only secure their financial future but also enrich their lives and those of their communities.

07:33 I share a personal anecdote about choosing to speak at an investor conference focused on humanity's resilience, emphasizing in-person interactions.

09:59 I talk about how I met the son of a multi-billionaire, during a talk about generational wealth to regenerative wealth, who turned out to be one of my most important clients

17:46 I propose a shift to regenerative wealth, suggesting a permaculture approach to investing, starting with oneself, emphasizing the importance of lawyers investing in their personal development and ability to earn as part of this shift.

20:06 I advocate for investing in non-extractive ways, understanding the concept of 'enough,' and initiating early and open conversations about incapacity and death to better manage family wealth planning.

Join us to learn how shifting your perspective on wealth can lead to more meaningful, impactful legacies.