Act Like a Family, Think Like a Bank provides a comprehensive guide to establishing a family-controlled financial institution, empowering families to manage wealth, loans, and investments internally. This series covers the foundational steps, benefits, and long-term strategies to ensure financial stability and growth for future generations.
Sessions
Robert Cook Session
Session 1: Starting Your Family Bank
Session 2: Create Your 100 Year Wealth Plan
Session 3: Family Therapy & Estate Planning
Session 4: Legal & Accounting Basics for Starting Your Family Bank
Session 5: 7 Things You Can Deduct Using Your Family Bank
Session 6: How To Setup & Read Your Family Bank's Financial Statements
Session 7: How To Invest Your Family Bank's Assets
