In this episode of “Medabrim Misparim” (“Talking Numbers”), I joined Amit and Hagar to discuss how family wealth can be preserved over time, and why proper planning is essential for everyone.

In our conversation, we explored why a will is not always sufficient and why additional tools are sometimes required. We discussed what a trust is and how it can be used to plan family wealth for the future. We also addressed the concept of the “global family”—where both family members and assets are spread across multiple jurisdictions—as well as enduring powers of attorney and marital agreements as tools for risk management.

Building wealth requires courage—but preserving it for generations requires wisdom and advanced legal tools.