The Family Office 2.0: How Great Families Grow & Protect Their Legacy - Ryan Heath -

Описание: In today’s episode, I sit down with Ryan Heath, Founder of Trustpoint Legal, to explore what a modern “Family Office 2.0” actually looks like and why the old models are falling short. We talk about how family offices are evolving from static wealth preservation vehicles into operating businesses built around people, purpose, and multi-generational decision making. Ryan shares lessons from working closely with families navigating liquidity events, succession, and generational transitions, and why flexibility and intentional design matter more than rigid structures. The conversation centers on treating the family office as a living organization, not just a collection of legal documents.

Many can relate to putting in strategic plans for their businesses, their health, etc. What’s funny is we often don’t put the same planning into what’s most important to us - our family.

Ryan is on a mission to help families change that.

We discuss:
What defines a Family Office 2.0 and how it differs from traditional family office models
Why legacy, values, and human dynamics drive long-term outcomes more than tax efficiency
How flexible mandates help families adapt as generations, priorities, and circumstances change
The risks of poor communication and rushed planning during liquidity events or succession
How intentional family meetings and shared mission statements strengthen multi-generational alignment

This episode is especially valuable for founders and families rethinking how to structure wealth, leadership, and legacy in a way that actually works across generations.

Links:
Ryan on LinkedIn -   / ryanheath1  
TrustPoint Legal - https://www.trustpointlegal.com/

Topics:
00:00 - Intro
05:30 - Legacy over wealth
09:23 - Flexibility in estate planning
18:44 - The importance of transparency
27:41 - Handling family conflicts
42:19 - Proactive planning and transparency
52:34 - The silver tsunami and trusts for grandchildren
54:47 - Ruling from the grave
58:08 - Trustees and their roles
01:01:57 - Understanding family offices
01:06:58 - The three pillars of a family office
01:09:40 - The complexities of 678 trusts
01:12:59 - Family limited partnerships explained
01:15:32 - The importance of succession planning
01:23:11 - Coordinating family meetings
01:30:52 - The perfect family office: a case study

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