What Would the Wealthy Do?
Build a family legacy around shared values, coordinated planning, and financial tools that support future generations. Explore the roles of family offices, trusts, insurance, family retreats, and a family constitution.
By Garrett Gunderson and Michael Isom.
Individual print copies are currently unavailable.
Book Description
What You’ll Learn
- Family Legacy Planning — How to coordinate your family’s values, financial professionals, and long-term plans
- Family Banking — How to create a financial system that keeps money circulating within your family instead of flowing to outside institutions
- Cash Flow Insurance — How properly structured whole life insurance can serve as a wealth-building tool, not just a death benefit
- Legacy Architecture — How to structure trusts, family banks, and financial systems that outlive you
- Avoiding the third-generation curse — How to empower future generations with wealth instead of creating spoiled “trust fund babies”
Reader Comments on the Original Edition
“This is probably one of the most important financial books I’ve ever read. A totally different way to look at the purpose and value of money.” — Dan K., Goodreads
“This was hands down the BEST financial book I’ve ever read. It completely changed my life and I’m richer for it — both in money and time.” — Stephen G., Goodreads
“Everything he explains about the benefits, the cash value, the loaning off death benefit — is spot on with my own knowledge and experience.” — Adam, Goodreads
“You can make it so your family doesn’t have to start over every generation at zero.” — Mark M., Goodreads
“A must read if you want to create a legacy.” — Tom H., Goodreads
Who This Book Is For
This book is for anyone interested in generational wealth — not just personal net worth. You want to give your kids a better life than you had. But with strategic planning and the right tools, you can do more than that — you can create a legacy of wealth and contribution that lives on in perpetuity. It’s especially relevant for:
- Business owners looking to recapture loan interest
- Parents who want to build a family bank for their children
- Anyone curious about family legacy planning and Cash Flow Banking
Read this book to learn what the wealthy do — so you can finally rig the game in your favor and create a lasting legacy.
Frequently Asked Questions
What is a family legacy plan? A coordinated approach to family values, trusts, insurance, financial professionals, and preparing future generations. The book explores these ideas so you can consider how they fit your family.
Is this book just about life insurance? The book uses whole life insurance as a core tool in the family banking strategy, but it’s really about how wealthy families think about money differently — keeping capital circulating within the family instead of sending it to outside institutions.
