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Building a Legacy: The Intersection of Family Unity and Financial Prosperity

Building a Legacy: The Intersection of Family Unity and Financial Prosperity

December 10, 2023

In the latest episode of the Holistic Wealth and Health Podcast, we ventured into an enriching discussion with Chris Smith, the founder of Family Brand. Our conversation, while deeply rooted in the essence of family unity, also touched on its profound connection with holistic wealth management, especially for high-net-worth individuals. The episode emphasized the crucial role of a strong family culture in fostering not only longevity and happiness but also in creating and sustaining generational wealth.

Chris Smith's insights come from a place of both personal experience and professional expertise. His journey in establishing Family Brand was a response to personal family tragedies and a desire to redefine his family narrative. This resonates deeply with anyone looking to ensure their family's legacy is not only about financial wealth but also about strong, enduring values and connections.

A highlight of our discussion was the concept of 'Blue Zones' - areas where people live significantly longer lives. Research shows that one of the commonalities in these zones is the strength of family bonds. This revelation underscores the importance of investing not only in financial assets but also in the emotional and relational wellbeing of their families. This investment in family unity is a cornerstone of holistic wealth management, extending the concept of wealth beyond financial parameters to include the richness of relationships and life satisfaction.

Chris's approach to building a family brand revolves around eight pillars of family values, developed through extensive research. These values, ranging from prioritizing family and nurturing health to fostering a spirit of overcoming challenges together, are not just theoretical concepts. They are actionable principles that, when implemented, can significantly enhance the quality of family life and relationships. For affluent families, these values form the bedrock of not just a thriving family culture but also a sustainable wealth legacy.

Moreover, understanding and sharing family heritage and stories emerged as a pivotal aspect of building a strong family identity. For high-net-worth families, this often involves a rich tapestry of history that can be a source of pride, learning, and inspiration for future generations. By connecting with their roots, family members can gain a deeper sense of belonging and purpose, which is invaluable in the stewardship of both family and financial legacies.

The conversation with Chris also highlighted the importance of periodically revisiting and refining these family values to ensure they remain relevant and impactful. This dynamic approach to family culture is akin to the strategic management of financial portfolios, where regular reviews and adjustments are key to sustained growth and success.

In essence, our discussion with Chris Smith on the Holistic Wealth and Health Podcast revealed a profound truth: that the wealth of a family is not measured solely by its financial assets but also by the strength and unity of its members. For high-net-worth individuals, this understanding is crucial in ensuring that their legacy is not only preserved in financial terms but also in the values, relationships, and stories that will endure for generations.

To learn more about integrating these insights into your family's journey towards holistic wealth, visit our website and explore our range of services tailored to high net-worth families. Together, let's build a legacy that transcends monetary value and enriches every aspect of your family's life.


For the Guest:

– Family Brand Website:

– Family Brand Culture Quiz:

– Facebook Link:

– Promo Code for Digital Program: PARTNER (for a 50% discount)


For the Host:

– About the Host: Jason L Smith

– JL Smith Group Website:

– Holistic Wealth & Health Podcast:

– Holistic Wealth & Health Blogs:

– Episode 7 Link:

– JL Smith Group Facebook:

– JL Smith Group YouTube:

– JL Smith Group LinkedIn:

– JL Smith Group X (Twitter):

– Holistic Wealth & Health Episode 7:



Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”), an SEC registered investment adviser.  Registration as an investment adviser does not imply a certain level of skill or training. JL Smith and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.