• Family Bank Planning
  • Plan Package
  • E-Book
  • Connect With Us
<
>

Family Bank and Infinite Banking Estate Planning

Have you ever wondered if there was a better way to do your banking and/or to help your family become more self-reliant? A family bank might be the perfect solution for you and your family. A family bank is an entity that you and your family can establish and manage to accomplish one or more of the following objectives:
  • Provide structured lending and borrowing between family members to keep interest and other benefits within the family structure and to avoid much of the delays and red tape of a commercial bank​
  • Create a system of values and a legacy that can perpetuate itself for generations
  • Pool family resources to promote responsibility and prosperity within the family
  • Set your own terms for how your money is held, used, and invested
  • Earn higher interest on your savings
There are many families that have turned to a family banking structure to take more control over their finances and build unity and self-reliance within their family. At Inter Vivos, we understand family dynamics and can guide you through the benefits and pitfalls of forming a family bank. Give us a call to talk about your situation.
Interested in Family Bank Planning?

E-book: "Estate Planning For Founders, Pharaohs, & Pioneers"

Planning for your posterity is an important matter especially if you want to help generations of your family tree well into the future. You want them to be rooted in family values, while having the space and freedom to grow individually. Our upcoming E-Book, "Estate Planning For The Family Forest" discusses important aspects of multi-generational planning including what can be done in your planning, how to nurture values, and how to incentivize your posterity to grow the family tree the way you would want them to.