Ep 52: Stewarding Wealth for Future Generations

featuring Jason Zilveti

Episode 52 of the Secrets to Selling Your Business podcast, hosted by Jacob Koenig, titled "Ep 52: Stewarding Wealth for Future Generations" was published on September 5, 2024 and runs 27 minutes.

September 5, 2024 ·27m · Secrets to Selling Your Business

0:00 / 0:00

Summary

Jason Zilveti, a distinguished financial advisor at Rockefeller Global Family Office, brings a profound perspective on wealth management strategies shaped by his diverse family background in medicine and finance. With a focus on multi-generational family wealth preservation, Zilveti champions the value of building strong relationships and coordinating across various advisory domains such as tax, legal, estate, and insurance. He advocates for personalized financial plans and a "bucket approach" to long-term planning, addressing immediate, lifetime, and legacy needs. Crediting his early success to exceptional mentorship and understanding the importance of industry recognition, Zilveti remains committed to guiding clients in growing and maintaining their wealth through strategic and holistic financial planning. Here’s what to expect this episode: Jason Zilveti's early success in wealth management was influenced by family background and mentorship, leading to a passion for helping clients with their financial health. Multi-generational family wealth preservation is a core focus for Jason, emphasizing the importance of stewarding wealth for future generations and the emotional aspects of business transitions. Assembling a team of professionals is crucial for business owners preparing for a sale, providing personalized financial plans and support throughout the process. Implementing value acceleration methodologies can enhance a business's value, making it more appealing to potential buyers and ensuring a smooth transition. Engaging investment banks for business acquisitions can significantly impact outcomes, maximizing the value of the company through competitive processes and tailored strategies. Connect with Jason Zilveti: https://www.linkedin.com/in/jason-a-zilveti-cpwa%C2%AE-cepa-bb4b2465/ Connect with Jacob Koenig: https://woodbridgegrp.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode Description

Jason Zilveti, a distinguished financial advisor at Rockefeller Global Family Office, brings a profound perspective on wealth management strategies shaped by his diverse family background in medicine and finance. With a focus on multi-generational family wealth preservation, Zilveti champions the value of building strong relationships and coordinating across various advisory domains such as tax, legal, estate, and insurance. He advocates for personalized financial plans and a "bucket approach" to long-term planning, addressing immediate, lifetime, and legacy needs. Crediting his early success to exceptional mentorship and understanding the importance of industry recognition, Zilveti remains committed to guiding clients in growing and maintaining their wealth through strategic and holistic financial planning. Here’s what to expect this episode: Jason Zilveti's early success in wealth management was influenced by family background and mentorship, leading to a passion for helping clients with their financial health. Multi-generational family wealth preservation is a core focus for Jason, emphasizing the importance of stewarding wealth for future generations and the emotional aspects of business transitions. Assembling a team of professionals is crucial for business owners preparing for a sale, providing personalized financial plans and support throughout the process. Implementing value acceleration methodologies can enhance a business's value, making it more appealing to potential buyers and ensuring a smooth transition. Engaging investment banks for business acquisitions can significantly impact outcomes, maximizing the value of the company through competitive processes and tailored strategies. Connect with Jason Zilveti: https://www.linkedin.com/in/jason-a-zilveti-cpwa%C2%AE-cepa-bb4b2465/ Connect with Jacob Koenig: https://woodbridgegrp.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Share this episode

Similar Episodes

Stuck for Your Next Episode Idea? Here's How You Get It! | S2 Ep 11

Sep 18, 2025 ·20m

What To Do When You CBA to Record Another Podcast Episode | Ep 10

Sep 11, 2025 ·20m

Why You’ll Never Be “Ready” To Start Your Podcast | S2 Ep 9

Sep 4, 2025 ·17m

You Don't Have To Be Loud To Stand Out Online | S2 Ep 8

Aug 28, 2025 ·15m

How To Use a Podcast as Your Evergreen Content System - NO MORE DAILY CONTENT CREATION! | S2 Ep 7

Aug 21, 2025 ·19m

You’re Not Just a Coach - You’re a 21st Century Changemaker | S2 Ep 6

Aug 14, 2025 ·18m

Similar Podcasts

Jason Wojo - Paid Ad Secrets Jason Wojo "Jason Wojo - Paid Ad Secrets" is where Jason Wojo and his guests will speak on Entrepreneurship, Advertising, Ecommerce, Sales and Business with insight, new tactics to implement into your business and tactical advice and knowledge to help you scale your business on social media through paid advertising, sales, copywriting, offers, ascension and overall a high-converting selling ecosystem to increase revenue. The Rollett Report's tracks The Rollett Report The Rollett Report, hosted by Best-Selling Author and Marketing Expert Greg Rollett is a weekly look into the proven Celebrity Expert® Marketing Secrets that are helping to propel small business owners and entrepreneurs into attracting better clients, commanding higher prices and developing more freedom from your business. Ask your business and marketing questions live, hear expert advice from the world's top experts and let Greg position you as the Celebrity Expert® in your market! Ladies Love Real Estate Part One E1 Christine & Ashanta Introducing "Ladies Love Real Estate," the ultimate podcast for all the ladies out there who are passionate about the world of real estate! Join us as two friends and real estate agents, Christine & Ashanta, spill the beans on everything you need to know about buying and selling homes.In this fun and casual podcast, we dive deep into the intricacies of the real estate market, sharing our personal experiences, tips, and tricks that will empower you to make the best decisions when it comes to your dream home. Whether you're a first-time buyer or a seasoned investor, we've got you covered!We'll discuss the latest trends in the market, demystify the jargon that often leaves us scratching our heads, and provide expert advice on how to navigate the sometimes overwhelming process of buying or selling a home. From negotiating deals to staging your property for a quick sale, we'll spill all the secrets of the trade.But it's not all business talk! We'll also share hilario The Best Sellers Alyssa Grelak Welcome to 'The Best Sellers' Podcast! Hosted by Alyssa Grelak, this series pulls back the curtain on the world of B2B sales, showcasing the strategies, techniques, and mindsets of the industry's standout sellers. Each episode features in-depth conversations with top-tier sales professionals, unveiling the secrets that propel them to the top of the leaderboards. Whether you're an aspiring salesperson, an established professional, or just curious about the art of selling in the tech realm, this podcast is your gateway to invaluable insights that could redefine your approach. Dive in, learn, and be inspired to sell better. Don't forget to subscribe for regular updates and join our growing community of sales enthusiasts!

URL copied to clipboard!