The Generational Transfer
Why Most Family Wealth Disappears and How to Stop It.
By Steven Gibbs, JD, AEP®
The Achiever’s Blind Spot
You spent decades on offense. Building. Risking. Winning. And you left your defense to a stack of documents in a drawer.
My name is Steven Gibbs. After nearly two decades as an estate planning attorney, I’ve sat across the table from thousands of families and watched the same pattern destroy wealth that took a lifetime to build: exposed assets, no succession plan, no liquidity at death, and heirs who weren’t ready for what they were about to receive.
70% of wealthy families lose everything by the second generation. Fewer than 3% of those failures are caused by bad documents. The rest is broken communication, unprepared heirs, and financial tools that were designed for consumption — not transfer.
DOWNLOADED BY THOUSANDS OF ENTREPRENEURS, INVESTORS & PROFESSIONALS
This book is the guide I wish every client had read before they walked into my office. This is 20+ years of working with families distilled down into an easy to read guide.
Inside This FREE Guide, You’ll Discover:
✓ Chapter 1: Risk in a Litigious Society — Why the moment you succeed, you become a target — and the legal minefields most achievers never see coming
✓ Chapter 2: Tactics for Protecting Assets — From LLCs and irrevocable trusts to marital agreements and offshore structures — and why timing determines whether any of it holds up in court
✓ Chapter 3: Estate Planning Essentials — The documents your family cannot function without, why DIY plans produce the same chaos as no plan at all, and how to avoid the probate trap
✓ Chapter 4: The Power of Life Insurance — What the largest banks in America know about whole life insurance that the retail financial industry will never tell you
✓ Chapter 5: Wealth Transfer — The Missing Piece — Why most estate plans address where the money goes but ignore whether your family can survive receiving it. The 10 Questions every family should answer before drafting a single document.
I’m Steven Gibbs, but most people just call me Steve…
I grew up in a fairly normal, middle class family and yet rose through the ranks to work with some of the wealthiest Americans as a trusts and estates attorney.
I needed to write this book and coined the term “Self Banking Blueprint” to introduce mainstream Americans to a long standing and yet little known approach to better protect, build and use money.
I literally stumbled upon this approach which I call “SBB” for short, when a colleague randomly decided to mention it to me at a seminar that I was hosting.
That chance discovery eventually transformed my financial life and has since impacted the lives of so many of my clients.
What I discovered was a time tested, financial approach that has been utilized by the wealthiest Americans for decades – a little known way (though commonly understood in their circles) to protect money and use it more effectively.
I learned that these advantages can be accessed by average earners (and everyone in between) to reverse money stagnation and gain powerful financial momentum.
So I invite you to come on a short journey with me into the Self Banking Blueprint and consider a new way of thinking about money and wealth.
The 4 Core Benefits You’ll Gain:
✓ Predictable, Tax-Free Growth: Watch your money grow steadily without taxes eating away at your wealth
✓ Unparalleled Money Momentum: Experience true, continuous compound growth that traditional methods can’t match
✓ Liquid Cash On Demand: Access your money while it continues working hard for you
✓ Rock-Solid Foundation: Build the cornerstone asset that fuels all your other investments
Inside The Self Banking Blueprint, You’ll Discover:
- The exact strategies America’s wealthy use to protect and grow their wealth
- A step-by-step implementation guide, regardless of your current income
- Real case studies showing this system in action
- How to avoid the common mistakes most people make with their money
And within these pages, you’ll find my detailed personal story. You’ll learn more about my discovery process and see why this approach resonated with me as a legal and financial expert.
I’m confident you’ll enjoy hearing more about this from a unique “legal professional’s” perspective.
And I hope this will be a first step to inspire you on an amazing new wealth building journey that can truly change your life.
TRUSTED BY THOUSANDS: Join the thousands of entrepreneurs, investors, and professionals have already downloaded The Self Banking Blueprint to transform their financial future. Download your copy today!
The Ultimate Free Download
Get Access Now
Join the thousands of readers who have already transformed their approach to wealth protection. Grab your free copy today!