2026
2025
2024
2023
2022
2021

Introduction & Session Setup

What You Will Learn

Family wealth is built or broken by how united a family is around money. This session reframes the conversation from individual financial planning to collective wealth building, and shows why staying divided is the most expensive mistake a family can make.

Key Moments in This Session

  1. Divide to dynasty: the core concept of uniting families to build wealth together using the Infinite Banking Concept as the primary tool. 
  2. Henry’s in-law example: how siblings pool income to cover the financial shortfall of retired parents with limited government income, illustrating real family wealth sharing in practice. Client responses on family finance: participants share how they currently support extended family, from tracking a parent’s investments to helping with house down payments to working with an employed teenager. 
  3. The cost of being divided: Henry’s candid account of financial separation from his brother and why family rifts make wealth building more expensive for everyone involved.