Lesson 4: The Family Legacy Rings

Rockefeller-style planning works regardless of whether you leave $1 million or $100 million behind. If you plan the right way, you can make your financial legacy last in perpetuity. You can pass on more than wealth to the next generation; you can leave them values, opportunities, and empowerment.

The Rockefeller Method is at the center of what we call the “Family Legacy Rings,” which are:

  1. Family Office
  2. Family Retreat
  3. Family Constitution