Lazetta Rainey Braxton, MBA, CFP®

Family wealth grows more complex as households and generations become connected. Treat Wealth as a Family Business™ brings structure and care together, applying the principles of people, processes, profits, mission, vision, and values to help families create, manage, and steward wealth across generations.

Can Your Adult Children Swim Financially? Explore how money habits, family conversations, and shared mission, vision, and values help prepare the next generation for financial independence and managing an inheritance. Treat wealth as a family business by passing down the lessons behind the money.

Waiting for an inheritance to fund your life means planning around money you don’t control and may never receive. Explore the risks of inheritance expectations and how treating wealth as a family business shifts the conversation from dependency to legacy.