Wealth & Everything Else

Designing a Roadmap for the Rising Generation

Empowering the rising generation to steward wealth and leadership is one of the most meaningful investments a multigenerational family can make. In this second episode of our Legacy in Motion series, we explore how intentional family education supports long-term continuity, confidence, and cohesion. Guests Tom Thiegs and Justin Flach discuss why education must extend beyond financial literacy to include governance, decision-making, and clearly defined roles. They emphasize that effective preparation is not a one-time event, but an ongoing, values-driven process. Key themes include: * Aligning on shared values and purpose * Designing education around real roles and responsibilities * Using milestone-based and experiential learning * Engaging the rising generation as active participants For more information on Ascent, please visit ascent.usbank.com [http://ascent.usbank.com]

Difficult Conversations Around Wealth & Estate Planning

In the first episode of our Legacy in Motion series, we examine why conversations around wealth are often among the most challenging for families to initiate, yet essential to long-term continuity. Discussions about expectations, stewardship, and estate planning carry both emotional weight and structural complexity. Without deliberate engagement, families may find themselves navigating critical transitions without the clarity or alignment they need. Guests Tom Thiegs and Justin Flach explore the reasons these conversations are frequently deferred, the distinction between reactive and proactive planning, and how intentional preparation strengthens both governance frameworks and family relationships. Key themes include: * Beginning with incremental, ongoing dialogue rather than a single “reveal” * Prioritizing shared values before discussing financial mechanics * Approaching planning proactively rather than reactively * Leveraging trusted advisors and resources to guide complex conversations For more information on Ascent, please visit ascent.usbank.com [http://ascent.usbank.com/] Additional resources: https://www.usbank.com/content/dam/usbank/en/documents/pdfs/about-us-bank/usbank-wealth-survey-designed-report-final-2024.pdf [https://www.usbank.com/content/dam/usbank/en/documents/pdfs/about-us-bank/usbank-wealth-survey-designed-report-final-2024.pdf]