Generational Wealth Transfer

How Do Ultra-Wealthy Families Protect and Manage Their Wealth? (Part 1) (Ep. 211)

By Retirement Unlocked | November 4, 2026

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

When your wealth reaches tens of millions of dollars, even one financial decision can affect your taxes, investments, estate plan, and family’s future. How do you make sure every part of your financial strategy is working together to protect what you’ve built?

In this episode of Retirement Unlocked, host Larry Heller, CFP®, CDFA®, kicks off a two-part series exploring the complexities of wealth management for ultra-high-net-worth families with approximately $25 million to $250 million or more in assets.

The conversation goes beyond investments to examine the bigger picture of wealth stewardship, including tax planning, wealth preservation, and strategies for transferring wealth across generations. Discover why managing substantial wealth requires a coordinated financial plan designed to help protect your assets today while preserving opportunities to transfer wealth to future generations.

The episode explores the following questions:

Why is wealth management about more than investing?
How can ultra-high-net-worth families coordinate their financial plans?
Why should your financial advisors work together?
How can tax planning help preserve family wealth?
How can estate planning help transfer wealth to the next generation?
And more

Connect with Larry Heller:

Heller Wealth Management is now part of Savant Wealth Management. Savant is a Registered Investment Advisor. This content is provided for informational and educational purposes only and should not be construed as personalized investment advice.

Effective March 31, 2026, Heller Wealth Management joined Savant Wealth Management (“Savant”). A copy of Savant’s current written disclosure Brochure discussing our advisory services and fees is available at www.savantwealth.com/disclosure-brochures/