The Family
Bank
A fresh way to plan your estate that helps your money make a lasting difference—used wisely, shared fairly, and passed on with purpose.
Get a step-by-step guide
Most people who build wealth do it through discipline, sacrifice, risk and vision. But when that wealth is handed off – without structure or training – it often leads to apathy, entitlement and even destruction. Do it better.
About Us
What can you do during your lifetime that will last 1,000 years?
The Family Bank is a financial and social arrangement in a familial setting designed to connect generations of families together. Financial resources are stewarded by the family to help family members with temporal needs such as paying for education, buying a home, starting a business, or other investments. Family Bank families are more empowered to take care of themselves and less reliant on government or charitable services to help family members with any financial challenges. Family Bank members’ access to any assistance is contingent upon merit and accountability.
The Family Bank provides the structure for families to not only pass on financial opportunities but values and traditions as well. Families who establish practices of assistance to and regular interaction with each other are most inclined to carry on family traditions, stories, and values. Wealth entrusted to a Family Bank can provide funding for those activities and tie generations together.
You don’t have to be a billionaire to create a Family Bank. Because the same principles of growth, protection, and opportunity apply to fortunes both large and small, families with smaller fortunes can maintain and grow their Family Banks at the same rate as larger ones. Family Bank activities are scalable and proportionate to whatever amount of wealth is set apart for continued growth and assistance towards its members and others.
Learn the unique principles and practices that have helped some of the wealthiest families in history not only maintain their wealth and strong family relationships, but increase them.
Want to learn more?”
The family bank Practices
Families with Passion and Dedication
The family bank Practices
Most people who build wealth do it through discipline, sacrifice, risk and vision. But when that wealth is handed off – without structure or training – it often leads to apathy, entitlement and divided families.
“Most inheritances are consumed within two generations.”
What Others are Saying
“The Family Bank is a simple guide to ensuring financial security for future generations. It’s an indispensable resource for individuals wanting to leave a lasting financial legacy. It
offers practical advice, strategies, and insights into preserving and responsibly managing wealth across generations. By implementing the book’s guidance, readers can rest assuredthat their hard-earned wealth will be well preserved and utilized wisely by their children and grandchildren, ensuring a prosperous and secure future.”
—Jaime Catmull, Nationally Syndicated Columnist, Host of the Live Richer Podcast
“I highly recommend The Family Bank for anyone seeking
comprehensive guidance on estate planning through family
banks. This insightful book emphasizes the significance of family
banks in preserving and managing wealth across generations.
John’s expertise in the field, coupled with practical examples
and actionable advice, makes this book a great resource for
individuals looking to secure their family’s financial future.”
—David York Esq., CPA, Managing Partner of York Howell, Author of Bestsellers Entrusted and The Gift of Lift
"As an attorney and practitioner of implementing the family bank with my clients, I can honestly say that this book is the most comprehensive and straightforward book on the subject. John does a great job of explaining the complex topic and illustrating it in a way that anyone can understand and implement the family bank strategy. It is not a product or investment-driven book; it is his sincere way of trying to help as many people as possible in making a meaningful impact on future generations."
—Blake Johnson Esq., Managing Attorney of Entrusted Estate Planning Attorneys, Author of You Can’t Take It With You
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