POWERS brings you inside the minds of world-class leaders who have built, battled, and succeeded at the highest levels.
POWERS digs beyond the surface with questions driven by curiosity, uncovering stories and insights rarely shared publicly. Each episode delivers timeless wisdom and hard-earned lessons that apply across business and life.
The show has earned a reputation for asking the right questions at the right moment. The focus is on timeless principles, proven through years of discipline and risk, not on shortcuts. Each conversation is direct, deliberate, and designed to leave listeners sharper than when they arrived. The aim is simple: to deliver insights that matter and can be carried into business and life.
Since its launch, POWERS has drawn a high-caliber audience of builders, investors, and decision makers. Past guests have represented companies such as Starwood Capital, JLL, Hillwood Capital, Chick-fil-A, Morning Brew, Founders Podcast, Tiny Capital, Permanent Equity, Fort, Matthews REIS, Bonobos, and ConvertKit.
At its core, POWERS is a celebration of leadership, of work that matters, and of the American spirit that makes it possible.
All content for POWERS is the property of Chris Powers and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
POWERS brings you inside the minds of world-class leaders who have built, battled, and succeeded at the highest levels.
POWERS digs beyond the surface with questions driven by curiosity, uncovering stories and insights rarely shared publicly. Each episode delivers timeless wisdom and hard-earned lessons that apply across business and life.
The show has earned a reputation for asking the right questions at the right moment. The focus is on timeless principles, proven through years of discipline and risk, not on shortcuts. Each conversation is direct, deliberate, and designed to leave listeners sharper than when they arrived. The aim is simple: to deliver insights that matter and can be carried into business and life.
Since its launch, POWERS has drawn a high-caliber audience of builders, investors, and decision makers. Past guests have represented companies such as Starwood Capital, JLL, Hillwood Capital, Chick-fil-A, Morning Brew, Founders Podcast, Tiny Capital, Permanent Equity, Fort, Matthews REIS, Bonobos, and ConvertKit.
At its core, POWERS is a celebration of leadership, of work that matters, and of the American spirit that makes it possible.
#401 - Ryan Heath - The Family Office 2.0: How Great Families Grow & Protect Their Legacy
POWERS
1 hour 37 minutes
1 week ago
#401 - Ryan Heath - The Family Office 2.0: How Great Families Grow & Protect Their Legacy
In today’s episode, I sit down with Ryan Heath, Founder of Trustpoint Legal, to explore what a modern “Family Office 2.0” actually looks like and why the old models are falling short. We talk about how family offices are evolving from static wealth preservation vehicles into operating businesses built around people, purpose, and multi-generational decision making. Ryan shares lessons from working closely with families navigating liquidity events, succession, and generational transitions, and why flexibility and intentional design matter more than rigid structures. The conversation centers on treating the family office as a living organization, not just a collection of legal documents.
Many can relate to putting in strategic plans for their businesses, their health, etc. What’s funny is we often don’t put the same planning into what’s most important to us - our family.
Ryan is on a mission to help families change that.
We discuss:
What defines a Family Office 2.0 and how it differs from traditional family office models
Why legacy, values, and human dynamics drive long-term outcomes more than tax efficiency
How flexible mandates help families adapt as generations, priorities, and circumstances change
The risks of poor communication and rushed planning during liquidity events or succession
How intentional family meetings and shared mission statements strengthen multi-generational alignment
This episode is especially valuable for founders and families rethinking how to structure wealth, leadership, and legacy in a way that actually works across generations.
Links:
Ryan on LinkedIn - https://www.linkedin.com/in/ryanheath1/
TrustPoint Legal - https://www.trustpointlegal.com/
Topics:
(00:00:00) - Intro(00:05:11) - Legacy over wealth(00:09:04) - Flexibility in estate planning(00:18:25) - The importance of transparency(00:27:22) - Handling family conflicts(00:42:00) - Proactive planning and transparency(00:52:15) - The silver tsunami and trusts for grandchildren(00:54:28) - Ruling from the grave(00:57:49) - Trustees and their roles(01:01:38) - Understanding family offices(01:06:39) - The three pillars of a family office(01:09:21) - The complexities of 678 trusts(01:12:40) - Family limited partnerships explained(01:15:13) - The importance of succession planning(01:22:52) - Coordinating family meetings(01:30:33) - The perfect family office: a case studySupport our Sponsors
Ramp: https://ramp.com/powers
Collateral Partners: https://collateral.com/fort
Chris on Social Media:
Chris on X: https://x.com/fortworthchris
Instagram: https://www.instagram.com/thefortpodcast
LinkedIn: https://bit.ly/45gIkFd
Watch POWERS on YouTube: https://bit.ly/3oynxNX
Visit our website: https://www.powerspod.com/
Leave a review on Apple: https://bit.ly/45crFD0
Leave a review on Spotify: https://bit.ly/3Krl9j
POWERS is produced by https://www.johnnypodcasts.com/
POWERS
POWERS brings you inside the minds of world-class leaders who have built, battled, and succeeded at the highest levels.
POWERS digs beyond the surface with questions driven by curiosity, uncovering stories and insights rarely shared publicly. Each episode delivers timeless wisdom and hard-earned lessons that apply across business and life.
The show has earned a reputation for asking the right questions at the right moment. The focus is on timeless principles, proven through years of discipline and risk, not on shortcuts. Each conversation is direct, deliberate, and designed to leave listeners sharper than when they arrived. The aim is simple: to deliver insights that matter and can be carried into business and life.
Since its launch, POWERS has drawn a high-caliber audience of builders, investors, and decision makers. Past guests have represented companies such as Starwood Capital, JLL, Hillwood Capital, Chick-fil-A, Morning Brew, Founders Podcast, Tiny Capital, Permanent Equity, Fort, Matthews REIS, Bonobos, and ConvertKit.
At its core, POWERS is a celebration of leadership, of work that matters, and of the American spirit that makes it possible.
