In this episode of the Private Banking Strategies Podcast, Vance Lowe and Seth Hicks Esq., reveal how families build generational wealth—and why most lose it. By comparing the Vanderbilt and Rockefeller families, they explain how financial structure, mindset, and education determine whether wealth lasts or disappears.

They break down the Rockefeller Waterfall Method, showing how life insurance, trusts, and private family banking can help everyday families protect assets, reduce taxes, and create lasting family wealth. This episode is essential for anyone looking to move beyond short-term investing and build a true multi-generational financial legacy.

Vance and Seth discuss:

• Secrets of the World’s Wealthiest Families | History of Billionaires & Generational Wealth
• Vanderbilt Family Wealth Collapse: Why Most Fortunes Don’t Last
• Rockefeller Family Wealth Strategy That Built Multi-Generational Legacy
• The Rockefeller Waterfall Method Using Life Insurance & Trusts
• How Everyday Families Can Build Generational Wealth Like the Rockefellers

Resources:

• To Schedule a Call with Vance, Click the Link Below: https://go.oncehub.com/VanceLowe
• To learn more about Private Banking Strategies®, download a copy of our E-book today: https://privatebankingstrategies.com/resources/free-e-book/