PODCAST · business
Stewardship.Media
by Marty Gunderson
Insights on wealth preservation, family governance, and multi-generational planning strategies for ultra high net worth families.
Episodes
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Deep Dive for the Family Office
This discussion details a comprehensive guide titled "The Family Office: A Comprehensive Guide for Advisers, Practitioners, and Students," authored by William I. Woodson and Edward V. Marshall. This 2021 publication serves as a definitive resource for understanding the intricacies of family...
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Deep Dive into Codie Sanchez's Buying Boring Business
The provided discussion explores the growing trend of direct investing in businesses, particularly by family offices and individual entrepreneurs. These sources highlight a shift away from traditional investment vehicles like private equity funds and venture capital, favoring a more hands-on...
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Deep Dive into Ray Dalio's Changing World Order
This comprehensive discussion summarizes Ray Dalio's Principles for Dealing with the Changing World Order, an influential book that examines the historical cycles of nations and empires over the last 500 years. It explains Dalio's core concepts, including the "Big Cycle" of debt, internal order,...
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Deep Dive into Building a Legacy that Lasts
This audio conversation offers an extensive overview of the "Entrusted" planning philosophy, primarily from the book Entrusted: Building a Lasting Legacy of Wealth and Purpose by Andrew L. Howell and David R. York, alongside their subsequent works and public contributions. This philosophy…
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Deep Dive on Bill High's Work About Legacy
This discussion introduces Bill High, a legacy advisor and philanthropy leader who guides families in cultivating multigenerational legacies rooted in faith and generosity. High emphasizes that a true family legacy extends far beyond financial wealth, focusing instead on the transfer of values,...
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Deep Dive on Prospering in the Third Generation and Beyond
This is an audio commentary from the book, "From Siblings to Cousins: Prospering in the Third Generation and Beyond" by Craig E. Aronoff and John L. Ward. It outlines the book's central thesis: the transition from a sibling partnership (G2) to a cousin consortium (G3) is the most challenging…
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ABOUT THIS SHOW
Insights on wealth preservation, family governance, and multi-generational planning strategies for ultra high net worth families.
HOSTED BY
Marty Gunderson
CATEGORIES
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