If you’re looking to create a legacy that truly stands the test of time, Entrusted: Building A Legacy That Lasts is an essential read. Unlike traditional estate planning guides that focus solely on dividing financial assets, this insightful book redefines what it means to pass on true wealth—emphasizing values, principles, and preparation for future generations. Entrusted introduces a groundbreaking approach called Entrusted Planning, designed to align your family’s tangible assets with the deeper, less-tangible aspects of wealth, ensuring your legacy is built on more than just money.
Perfect for families who want more than just a financial inheritance, Entrusted outlines seven proven disciplines found in successful, multigenerational families. You’ll discover how to prepare your loved ones to become thoughtful stewards—capable of sustaining and growing your family’s values and opportunities for generations to come. If you’re passionate about making a lasting impact, this book offers the roadmap you’ve been searching for.
Entrusted: Building A Legacy That Lasts
Why This Book Stands Out?
- Redefines Wealth: Unlike most estate planning guides, Entrusted: Building A Legacy That Lasts goes beyond money, deeply exploring the difference between wealth and financial assets.
- Holistic Legacy Planning: This book introduces the groundbreaking Entrusted Planning process, aligning family values, principles, and relationships with asset transfer for a truly lasting impact.
- Focuses on People, Not Just Assets: Instead of emphasizing the distribution of assets, it prepares beneficiaries to become wise stewards, fostering character, education, and opportunity across generations.
- Practical, Proven Disciplines: Discover seven real-world disciplines drawn from generations of successful families—actionable steps that go far beyond theory.
- Multi-Generational Perspective: The book encourages thinking far beyond the next inheritance, empowering families to create enduring legacies that span centuries.
- Emphasis on Values and Identity: Learn how to help your family define who they are, what they believe, and what they stand for—setting a foundation for purpose-driven wealth.
- Balanced Approach to Wealth: Entrusted guides families to maximize the positive potential of wealth while minimizing common pitfalls, including entitlement and dissipation.
- Engaging and Insightful: Written with clarity and warmth, this book is both accessible and deeply insightful—perfect for anyone who wants to make their legacy truly matter.
Personal Experience
Diving into Entrusted: Building A Legacy That Lasts was more than just reading another book on estate planning—it felt like a heartfelt conversation about what truly matters when it comes to passing on wealth and values to future generations. From the very first chapter, I found myself reflecting on my own family, our shared stories, and the hopes we have for the future. This book gently nudges you to think beyond the numbers in a bank account and consider the legacy of values, character, and opportunity you leave behind.
One of the most striking realizations I had while reading was how often we equate wealth strictly with money. The author invites us to look deeper, reminding us that the richest legacies are built on principles, relationships, and the ability to empower the next generation to thrive—not just inherit. Entrusted encouraged me to question the traditional “dump, divide, defer, and dissipate” approach that so many fall into, and instead imagine what it would look like to truly prepare loved ones for the responsibilities and opportunities that come with stewardship.
- Relatable Reflections: I caught myself thinking about conversations (or the lack thereof) in my own family about our beliefs, values, and dreams—not just our possessions. Entrusted gave me language and motivation to start these meaningful discussions.
- Personal Resonance: The seven disciplines outlined resonated deeply. In particular, the idea of “preparing the family for the wealth, not just the wealth for the family” felt incredibly practical and wise. It made me want to be more intentional about the way I talk about money, responsibility, and legacy with those I love.
- Potential Experiences for Readers: If you read this book, you might find yourself inspired to:
- Draft a family mission statement or set of shared values.
- Initiate open and honest conversations about hopes, fears, and responsibilities related to wealth.
- Reflect on your own upbringing and how it shaped your views on money, generosity, and stewardship.
- Explore ways to support the next generation’s growth—in character, education, and service—not just their inheritance.
Ultimately, Entrusted feels like an invitation to rethink what it means to leave something meaningful behind. It’s a reminder that our greatest gift to future generations isn’t just the assets we pass on, but the wisdom, values, and purpose we instill along the way. As someone who treasures both books and family, I found this perspective not only refreshing but deeply moving.
Who Should Read This Book?
Are you looking to create a legacy that goes beyond just passing on financial assets? Entrusted: Building A Legacy That Lasts is the book for anyone who wants their family’s values, character, and opportunities to endure for generations. If you care about more than just numbers in a bank account—if you want to make a real difference in your family’s future—this book is a must-read.
This book is perfect for:
- Families and Individuals Planning Their Estates: If you’re thinking about how to pass on your wealth and want to ensure your legacy lasts, you’ll find practical, thoughtful guidance here.
- High-Net-Worth Individuals: For those with significant assets, Entrusted offers proven strategies to maximize the good your wealth can do—while minimizing pitfalls for future generations.
- Estate Planners, Attorneys, and Financial Advisors: Professionals looking to serve their clients at a deeper level will discover fresh perspectives and tools to bring more value to their planning process.
- Family Business Owners: If you’re concerned about succession planning and preparing the next generation, this book provides a roadmap that goes far beyond legal documents and tax strategies.
- Anyone Interested in Family Culture and Values: Entrusted is for those who understand that real wealth is about the people, principles, and opportunities you pass on—not just the money.
What makes this book uniquely valuable is its emphasis on preparing your family for wealth—not just preparing the wealth for your family. Entrusted lays out seven practical disciplines, drawn from real high-net-worth families, that will help you:
- Clarify your family’s identity and core beliefs
- Foster responsibility, generosity, and stewardship across generations
- Build structures that preserve both assets and values
- Transfer opportunities—like education, entrepreneurship, and service—not just money
If you want your legacy to be more than a number on a balance sheet, and you believe in empowering your family to live out shared values and purpose, Entrusted is the guide you’ve been looking for. Give your family the greatest gift of all: a legacy that truly lasts.
Entrusted: Building A Legacy That Lasts
Key Takeaways
If you’re curious about what truly makes a family legacy last, Entrusted: Building A Legacy That Lasts goes far beyond traditional estate planning. Instead of just focusing on passing down money, this book explores how families can prepare the next generation to steward both wealth and values, building something meaningful that endures. Here are the standout insights and benefits you can expect:
- Wealth is More Than Money: The book challenges the common assumption that wealth and money are the same, emphasizing the importance of intangible assets like values, education, and character.
- Preparing People, Not Just Assets: Entrusted families focus on preparing heirs to be responsible stewards, ensuring they’re equipped to handle both the opportunities and challenges of inheritance.
- Long-Term, Multigenerational Planning: The Entrusted Planning process is designed to preserve and grow family legacy over multiple generations, not just one.
- Seven Proven Disciplines: The book outlines seven core practices found in successful families, including knowing your family’s identity, maximizing the positive impact of wealth, and creating dynamic family governance.
- Focus on Tools and Values, Not Just Results: Rather than concentrating solely on financial outcomes, the book encourages building the underlying skills and values that lead to lasting success.
- Encourages Generosity and Purpose: Families are inspired to use their resources to make a difference, reinforcing a sense of purpose and shared mission.
- Prevents Common Pitfalls: By integrating relational, educational, and experiential elements, Entrusted helps families avoid the “shirtsleeves to shirtsleeves” phenomenon where wealth is lost within three generations.
- Real-World, Actionable Advice: The principles and disciplines shared are drawn from real families with proven, enduring legacies—not just theory or wishful thinking.
Overall, this book is for anyone who wants to go beyond standard estate planning and create a legacy that truly lasts—rooted in purpose, values, and generational strength.
Final Thoughts
Entrusted: Building A Legacy That Lasts offers a refreshing and much-needed perspective on estate planning and wealth transfer. Rather than focusing solely on the division of financial assets, this book delves into the deeper, often overlooked aspects of legacy—character, values, and the relational development of future generations. By highlighting the seven core disciplines practiced by successful, multi-generational families, Entrusted provides a practical roadmap for anyone who desires to prepare their loved ones not just to inherit wealth, but to steward it wisely and purposefully.
- Gain a holistic approach to wealth transfer that emphasizes both tangible and intangible assets.
- Learn actionable steps to help your family preserve and grow its legacy for generations to come.
- Discover how to align your values with your estate plan, ensuring your impact lasts long after you’re gone.
- Unlock the potential to empower your heirs as responsible stewards, not just recipients of wealth.
Warm, insightful, and rooted in real-world experience, this book is a must-read for anyone who cares about the future of their family and the legacy they leave behind. If you’re seeking more than just financial strategies—and want to create a legacy that truly lasts—Entrusted deserves a place on your shelf.
Ready to take the next step toward securing your family’s legacy? Purchase your copy of Entrusted: Building A Legacy That Lasts today and start building a future that endures for generations.