{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/63d3ad1a963ae60011f9ff7f/64a4173ec0a3a500112d40a8?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Why I Invest My Family's Money Alongside My Clients","description":"<p>What is the ultimate form of trust in a financial advisor? For Brendan Dunn, a fifth-generation family office CEO, the answer is simple: Why I Invest My Family's Money Alongside My Clients'. This isn't just a business model; it's a core philosophy that has guided his family for over a century. In this interview, Brendan pulls back the curtain on the world of generational wealth and explains how a true alignment of interests is the only way to build lasting value. This is a masterclass in a different kind of investing. You'll learn the key difference between a bank and a family office, how they build customized portfolios based on a client's unique values (not just their risk tolerance), and the crucial role that personal relationships play in a world that is increasingly automated. Check out the company: https://www.holdun.com</p><p><br></p><p>Book a 1-on-1 advisory session with me to apply these principles to your business: https://calendly.com/wltb/advisory</p><p><br></p><p>👀 CONNECT WITH SEAN</p><p>Subscribe: https://www.youtube.com/@seanweisbrot</p><p>LinkedIn: https://linkedin.com/in/seanweisbrot</p><p>Inquiries: welivetobuild@gmail.com</p><p><br></p><p>🕒 CHAPTERS</p><p>00:00 - Inside a 5th Generation Family Office</p><p>03:01 - The Core Principle: Aligning Our Interests with Clients</p><p>05:53 - How We Build Portfolios Based on Your Personal Values</p><p>12:15 - The \"Boring\" and Stable Approach to Generational Wealth</p><p>15:08 - Can AI Revolutionize Wealth Management? A CEO's Take</p><p>20:45 - The Importance of Discretion and Personal Relationships</p><p>26:22 - Why We Don't Use Traditional Marketing to Find Clients</p><p>29:41 - The New Challenge: Estate Planning for Crypto</p><p>32:34 - Why a Computer Can Never Replace Human Trust</p><p><br></p><p>📈 WORK WITH ME</p><p>▶ Book a Paid Advisory Session: https://calendly.com/wltb/advisory</p><p>▶ Sponsor the Channel: https://www.welivetobuild.com/collaborate</p><p>▶ My AI/Automation Agency: https://optimai.ai</p>","author_name":"Sean Weisbrot"}