KAJ Masterclass Live: Managing Multi-Generational Wealth

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Andrew Van Alstyne had the privilege to be featured on the
KAJ Masterclass Live Podcast.

Andrew discusses the importance of early discussions amongst family members to instill financial literacy. Andrew also shares his insights on how these open discussions can prevent financial under-preparedness. He also talks about the role of including all family members in wealth management, the benefits of starting inter-generational wealth transfers before death, and how to overcome the tension of talking about money in families with difficult financial histories.

Click the Image Below to Listen to the Full Episode:


Financial Tips from Andrew
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Fiduciary Financial Advisors, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Recent Articles Written by Andrew:

Fiduciary Financial Advisors Blog
Connelly v. United States: What it May Mean For Your Business
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The Supreme Court's Connelly decision reshapes estate planning and buy-sell agreements for business owners.

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For business owners, the importance of buy/sell agreements cannot be overstated. These contracts are designed to protect both the business and its owners by setting clear guidelines for ownership transitions in case of unforeseen events such as death, disability, or retirement. Without such an agreement, businesses can face severe disruptions, leading to internal disputes or financial strain.

A buy/sell agreement helps ensure that ownership changes are handled smoothly by defining how shares will be sold and at what price. More importantly, it prevents the business from falling into the hands of unintended parties, like an owner’s ex-spouse or an outsider who could negatively impact the company’s operations.

By incorporating key provisions such as purchase price determination and funding mechanisms, buy/sell agreements give businesses a solid foundation for navigating ownership transitions, ultimately protecting their long-term success.

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Creating an Impactful Transfer of Wealth: Leaving Blessings, Not Burdens with Simple Strategies
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Passing on wealth to the next generation is more than just managing financial assets—it's about ensuring your values, wisdom, and legacy endure. This article explores simple strategies to transfer both financial and qualitative capital, helping you create a lasting legacy for your family.

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The Power of a Family Bank
The Power of a Family Bank

Discover the power of a family bank: transform your wealth management. Many American families face the challenge of preserving and growing their wealth across generations. The concept of a family bank offers a robust solution, providing a structured system to manage and utilize family wealth effectively.

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The Importance of Filing Estimated Quarterly Taxes

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The Power of the Three Bucket System to Maximize Retirement Savings
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Discover the Three Bucket System for retirement savings. Learn how to optimize tax efficiency and maximize investment growth while crafting a personalized strategy tailored to your financial goals.

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Maximizing Your Financial Windfall: A Guide to Smart Wealth Management
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Learn how to effectively manage a substantial financial windfall with this comprehensive guide. From prudent planning to long-term preservation, discover expert strategies to optimize your newfound prosperity.

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Navigate the ongoing tax planning landscape with this comprehensive guide for 2024. From handling investment gains and losses to managing RMDs and exploring charitable giving strategies, optimize your financial strategy for maximum tax efficiency. Start your tax planning now to ensure a prosperous financial future.

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Recent Articles Andrew Has Been Featured In:

Fiduciary Financial Advisors Blog
Financial Planning Feature: Back-to-school is a reminder for financial advisors to review clients' educational savings goals
Fox Business Feature: Financial experts reveal how Americans can prepare for the possibility of a recession
Wealthtender Ask an Advisor Feature: Is $5.5 Million the Magic Number to Retire Comfortably and Pass Wealth to Your Children?
Wealthtender Ask an Advisor Feature: How Can a 24-Year-Old Married Couple Strike a Balance Between Short-Term Saving and Long-Term Financial Security?
MSN Ask an Advisor Feature: What steps can a couple in their early forties with tweens take to balance saving for retirement and funding their children’s education?
Yahoo! Finance Feature: Transitioning Into Retirement: A 2024 Financial Checklist
Financial Planning Feature: American's Top 5 Financial Regrets of 2023
Yahoo! Finance Feature: 13 Key Signs You’ll Always Be Middle Class
Yahoo! Finance Feature: How Much the Average Florida Retiree Should Have in Their Savings Account

Financial Tips from Andrew
Please complete this form to keep up to date with monthly articles delivered straight to your inbox.
  *
 *
 *
 
*
*Required Fields
Note: It is our responsibility to protect your privacy and we guarantee that your data will be completely confidential.

Recent Podcasts Andrew Has Been On:

Fiduciary Financial Advisors Blog
Couples Synergy Podcast: Money Matters for Couples
Beyond The Paycheck Podcast with Paula Christine: Transforming Life Through Financial Literacy
Financial Freedom Podcast with Dr. Christopher Loo: Mastering Generational Wealth
Legacy Planning(c), A Resource Library: The 5 Pillars of Capital For Your Legacy
KAJ Masterclass Live: Managing Multi-Generational Wealth
Money Talk with Skyler Fleming: How Family Conversations Shield You from Financial Under-Preparedness
Route 664 Podcast Feature: Wealth Planning
Financial Freedom and Wealth Trailblazers Podcast Feature: Financial Guidance and Planning