The 7 Pillars of Private Banking Strategies
Asset Protection with Private Banking Strategies
Financial Privacy with Private Banking Strategies
Retirement Planning with Private Banking Strategies
Recent Podcasts
Episode 178 – How Wealthy Families Protect Capital While Growing Wealth
Many successful professionals eventually face the same challenge: “I’ve accumulated capital…now what should I do with it?” The problem isn’t a lack of opportunity.The problem is distinguishing good opportunities from expensive distractions. In this episode of the Private Banking Strategies Podcast, Seth Hicks and Vance Lowe introduce the Smart Risk
Episode 177 – Building the Framework for a 100-Year Family Bank
Families lose wealth because they inherit money without inheriting the system that created it. Every successful business follows a proven framework. Yet most families manage millions of dollars with no written system, no roadmap, and no governance. In this episode, Seth Hicks and Vance Lowe explain why building a successful
Episode 176 – The First 90 Days: How to Activate Your Family Bank
Many families spend months designing the perfect financial strategy—but never fully activate it. In this episode of the Private Banking Strategies Podcast, Seth Hicks and Vance Lowe explain the critical transition from owning a properly structured life insurance policy to actually operating your own private banking system. You’ll discover: Why
Recent Posts
An Introduction to the 7 Pillars of Private Banking Strategies
The 7 Pillars form a proven framework for protecting wealth, creating tax-free growth, and building a private banking system that compounds and transfers wealth across generations. By Vance D. Lowe RFC, ChFC, CLU Most people spend their entire lives earning money, yet very few ever gain control over how
What’s the Best Dividend-Paying Whole Life Policy
The best dividend-paying whole life policy is properly designed for liquidity, backed by a strong mutual company, and structured to maximize long-term control of capital. By Vance D. Lowe RFC, ChFC, CLU Most people asking about the “best” dividend-paying whole life policy are asking the wrong question. The real
What Kind of Policy Should You Use for Private Banking Strategies?
A properly structured, dividend-paying whole life policy with high early cash value, heavy paid-up additions, and strict MEC compliance is the only design that consistently works for Private Banking Strategies. By Vance D. Lowe RFC, ChFC, CLU Most people don’t fail at Private Banking Strategies because the concept is
