Keith Alpert spent most of his life with almost no view into his family's wealth — until a single conversation turned him into the full-time steward of his father's estate. Six years, and one $100 trillion generational wealth transfer later, Keith opens up about what it actually takes to manage a family fortune: the week-long inventory that started it all, the "gold digger" email that blew up trust in his own family, and the exact conversation he now recommends every adult child have with their parents before it's too late.
In this episode, you'll learn:
Why the first real step toward family wealth stewardship is a full inventory, not a will — and what happens if you skip it
How to open the estate-planning conversation with your parents without it reading as "what's in it for me"
The real story of a "caring" email that got read as greed — and cost a family its trust
Why "he wanted to create family security" is a stronger reason to plan than fear of dying
How to raise financially capable adult kids without doing the work for them
The "bucket" system for managing cash and investments across three generations at once
Why timing the market matters less than knowing your own risk tolerance and time horizon
Guest — Keith Alpert
Instagram — @rockinout68: https://www.instagram.com/rockinout68/
LinkedIn — /in/keithalpert: https://www.linkedin.com/in/keithalpert/
More From Ali Katz
Instagram — @thealikatz: https://www.instagram.com/thealikatz
Facebook — The Ali Katz: https://www.facebook.com/TheAliKatz/
LinkedIn — /in/thealikatz: https://www.linkedin.com/in/thealikatz/
Website: https://alikatz.com/
Free Resource: Get my Inheritance Guide — practical guides on what's actually transferring, and how to talk about it: https://www.alikatz.com
Join Ali Katz's free estate planning masterclass to learn essential strategies for protecting your assets and ensuring your family's future: https://personalfamilylawyer.com/masterclass
Comments
Nothing yet. Say the first thing.
Sign in to join the conversation.