How one father turned his fear of family conflict into a lasting legacy.

We were walking along the beach after a long day of sightseeing when Benny turned to me and said,

“I don’t know what to do with my wealth. I’m afraid it’ll screw up the relationship between my daughters.”

I paused, then said,

“Benny, it’s not about how much you leave—it’s about how you leave it.”

He looked at me.

“What do you mean?”

I asked,

“What would your dream legacy look like? Not in terms of money—but impact. What kind of life do you hope your daughters will build, together?”

He was quiet for a moment, then replied,

“That’s an amazing question. I honestly don’t know. All I think about is what I don’t want to happen.”

That conversation led to something deeper.

Benny and his wife invited me to sit down with them and explore two essential questions:

1. What are your biggest fears about transferring your wealth?
2. What are your deepest hopes for what your wealth could make possible?

For them—and for so many families—the fear was clear:

That their daughters would end up in conflict.

That money would divide them, not unite them.

That love would be replaced by lawsuits.

I asked,

“Have you set up your plan to minimize taxes… or to minimize conflict?”

“Are you creating a legacy that empowers your children—or just following a legal template from decades ago?”

Then I posed one more idea:

“What if your daughters could inherit a shared mission—not just shared money?”

Benny had never considered it.

He said, “They know what I care about… but I have no idea what they care about.”

I told him, “That’s a powerful conversation to have.”

And they had it.

Over the next few months, Benny and his wife worked with their daughters to build a family vision—one that included philanthropy, impact, and purpose.

They designed a plan that:

• Eliminated most of their estate tax
• Directed hundreds of millions to causes they all believed in
• Empowered their daughters with tools, timing, and structure—not just cash

They went beyond wills and trusts.

They created a family legacy.

And the best part? Their daughters were part of building it from the start.

Today, Benny sleeps well at night.

He knows his daughters aren’t just inheriting wealth.

They’re inheriting a reason to work together.

A cause. A mission. A future.

He’s gone from success to significance—and given his family the chance to do the same.

Have you built a plan that protects your money—or one that empowers your family?

Because how you leave your wealth might just be your greatest legacy.

Case studies are intended to illustrate services available through the adviser. They do not necessarily represent the experience of all clients or imply future performance.