02 Jun The Rockefellers and Vanderbilts: A Tale of Two Very Different Stories and a Case Study in Estate and Wealth Planning
We invite you to read a timely and insightful piece written by Alan Wandalowski, JD, LLM, our Chief Planning Officer, titled “The Rockefellers and Vanderbilts: A Tale of Two Very Different Stories and a Case Study in Estate and Wealth Planning.”
In just 3 minutes, this brief read reveals the striking difference between two iconic American families—one that preserved and grew its wealth for generations, and one that lost nearly all of it. Alan breaks down what made the difference, and how thoughtful estate planning, trusts, and strategic use of life insurance played a critical role.
This story is not just historical—it’s instructive. We believe it will resonate with many of you, who want to ensure their legacy is preserved for generations to come.
Click image or link to read the piece:
As always, we’re here to help you build a strategy that aligns your wealth with your vision for the future.