(855) 335-1060
Inter Vivos, PLLC
  • Home
  • Clients
    • Our Services >
      • Planning For People
      • Planning For Causes
      • Planning For Assets
      • Planning For Business
  • Advisors
    • Our Advisor Program
  • Attorneys
    • Our Planning Team
  • About Us
    • Our Media
  • News
    • Our Blogs
    • EstateMents 2019 >
      • EstateMents Blog

Family Bank Planning

"As a family we set up a fund to finance purchases by family members- everything from homes to cars. Instead of paying interest to a bank they pay it to the trust. When we die our insurance will grow the trust's reserves to continue to help and benefit our posterity. It is a pretty impressive set up."

Schedule a Consultation
  • 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.
Picture
Schedule A Consultation
Picture

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.
Reserve Your Copy Today

Learn More

Picture
Blog Posts
More Videos

Our Links

Advisor Login
Attorney Login
Videos
E-Books
Contact Us

Our Practice Areas

Family Estate Planning
Advanced Estate Planning
Specialty Estate Planning
​Professional Planning
Inter Vivos, PLLC (c) 2014-2021

Our Locations

Picture
Salt Lake, UT
Detroit, MI
Las Vegas, NV
New York, NY
Boise, ID
Seattle, WA
Chicago, IL
​San Francisco, CA

Los Angeles, CA
Washington, DC
Phoenix, AZ
Honolulu, HI
Miami, FL
Atlanta, GA
Houston, TX