Vance Lowe
speaker
1,896 appearances
11 recordings
1 series
first heard May 2026
last heard 13 Aug
Vance Lowe’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 11 in all, peaking in Jul 2026 with 5.
Appearances
Let's say you've been in the strategy for some time.
You have several contracts.
Family members now have contracts.
And the family bank is large enough that your self-financing, car loans, education, and even mortgages, these are going to probably outlive the original owners.
And systems need to be set up so that the longevity remains and the structure and the strategy and the benefits continue to run as a bank multi-generationally.
So we won't get into that setup today, but it's just a structure that you want to take a look at.
As you proceed, as you become successful, then you're going to be lending money out to all extended family members, personal friends, and opportunities.
So once that starts happening, then maybe we look at something.
A thought comes to mind, Seth, and I think maybe we can bounce on this just a little bit.
Ownership is everything.
How you structure ownership in different things that you own it throughout your life, I think is absolutely critical.
We've talked to somebody a few days ago who put their mortgages in a irrevocable trust, for instance, and now they find
they can't get access to the equity and the equity is just sitting there million dollars plus but they don't and can't get access to it for emergencies and or opportunity because of the way that it's owned so all throughout life i have learned in not only in investments in ownership in real estate family matters or whatever else having good thought going into the ownership
is paramount.
If we're in the beginnings and the way we set it up, like we're mentioning right now, you can put it in your own name.
As long as you can move it and have the option later to change the ownership structure, you probably can't go wrong.
Irrevocable, that's pretty permanent.
What I get positive comments on all the time is our no nonsense approach.
to the ownership legal issues.
Our clients, I'm talking about clients that are with us.
Showing 361–380 of 1,896 · page 19 of 95
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