Rachel Marshall

WHAT I DO: I help families build multigenerational wealth and leave a legacy of more than money, using the Seven Generations Wealth & Legacy Formula®.

WHO I WORK WITH: When speaking and coaching, I work with:

+ Successful business owners
+ High-paid professionals
+ Anyone else who wants to leave a legacy that empowers their great-grandchildren

My expertise primarily caters to business owners who are also parents who love their kids and want to invest in them well. I understand the challenges they face and offer customized solutions that resonate with their ability to build successful businesses and families.

WHAT MAKES WORKING WITH ME DIFFERENT:

My legacy planning philosophy comes from 12 years of experience as an entrepreneur in the wealth industry and a near-death experience that revealed money and estate planning weren’t enough to protect and provide for our family’s future. I discovered three things that lead to an inheritance that enhances your children’s lives:

1. Passing on a legacy of values
2. Giving instructions for stewarding family money
3. Teaching financial stewardship

With all three of these elements in place, you can create a true inheritance and successfully pass the baton of stewardship to the next generation.

Now, my team and I have:
– Built a team of financial professionals serving wealth creators across the United States.
– Created a family office model, coordinating strategies for cash flow, business, investing, insurance, Infinite Banking, permanent tax reduction, estate planning, and asset protection.
– Helped over 200 families across over 30 states protect their families and build a foundation for generational wealth.

My husband Lucas and I have created a simple system to carefully craft the meaning of your legacy, set up the mechanism that transfers it best, and provide the fuel to make the greatest impact for generations to come.

Instead of worrying about entitled kids and stressful estate planning, our work helps families eliminate their fear of money ruining their children, so they can create perpetual wealth and a legacy, without overwhelm or feeling that the only option is to give everything away.

The core mission behind my work is to help one million families ensure that their children and grandchildren will have everything they need to prosper.

HOW TO WORK WITH ME: Visit SevenGenerationsLegacy.com/quiz to find out how you’re doing with your legacy planning, discover exactly how to benefit your grandchildren, and schedule a free consultation call with my team to see if we’d be a good fit.