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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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In this episode, Sara sits down with Peter Culver, co-founder of Freedom Family Office and WealthThrive, about the critical intersection of entrepreneurship and legacy planning. With decades of experience in estate planning and private wealth management, Peter shares why business owners often overlook essential steps to protect their wealth and how intentional legacy design can ensure their values endure beyond the balance sheet. From succession planning to preparing the next generation, this conversation offers practical insights for entrepreneurs who want to preserve both their financial assets and family purpose for generations to come.
About Peter:
Peter co-founded Freedom Family Office to help entrepreneurs produce predictable income, build their legacy, and create their ideal life. Peter has started four financial services companies and written two books.
Peter lives in NYC and Connecticut with his wife, Anna, and his four children. When he's not serving his many entrepreneurial clients or spending time with his family, he's passionate about golf, fly fishing, and hiking.
Connect with Peter:
Referenced in this Episode:
The Power of a Legacy Letter: Leaving Words That Last a Lifetime with Blake Brewer
Family Wealth by James Hughes
Tom Rogerson's Family Governance Consulting
Connect with Sara on:
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Download The Legacy of Love Workbook
Our free workbook was designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.
If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.
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