Gen One Legacy
Making a generational impact starts with one: one person, one family, and one community. And so, the Gen One Legacy is our attempt to help first-gen tech professionals like you get your financial house in order so you can live your legacy.
Hosted by Peter Donisanu, a Private Wealth Manager, this podcast serves to simplify your journey through the often-complex world of wealth management, tailored specifically for the first-generation impact-oriented tech worker.
One person can’t change the world alone.
But one person can be the spark that lights the way, providing future generations with resources they need to align with their higher purpose so they can make a dent in the universe.
Your journey as a first-generation high earner isn’t just about accumulating wealth; it’s about creating a legacy that lasts the tests of time. A legacy that empowers your family, uplifts your community, and leaves a lasting mark on society for generations to come.
That’s why each episode of Gen One Legacy dives deep into the critical aspects of wealth creation, preservation, and legacy formation. From actionable stock options & equity comp strategies, to investing, estate planning and fostering a mindset of generational wealth, we cover it all.
Join us as we distill proven Wealth Management practices into practical and actionable insights that you can apply to your own life.
Whether you're an entrepreneur, an executive, or anywhere in between in the tech space, this podcast is your first step toward securing a prosperous future for your family and generations to come.
Subscribe to the Gen One Legacy where we’ll help you get your financial house in order so you can live your legacy.
Gen One Legacy
Old Money Secrets to Creating Lasting Wealth
So, you’ve finally made it big in your career, or your startup has finally taken off.
What should you do with your money now?
Well, whatever you do, it's crucial to be mindful of the advice you take.
You see, all you need to do is log in to any social media website, and you're likely to find accounts that claim to have wealth "secrets" available only to the rich and famous.
But you know the truth is that when it comes to prudently managing your newfound wealth, there are no shortcuts out there.
In fact, Old Money families typically follow a tried-and-true principled approach to managing their money rather than spending their time looking for cheat codes.
To be sure, what distinguishes Old Money wealth from the New Money rich is not just how long a family has held on to their money but also what they do to keep that wealth growing from one generation to the next.
That's because it's one thing to make a lot of money and double it in short order and quite another to keep it steadily growing, decade after decade.
Look, Las Vegas wouldn't exist if tourists didn't have the chance to win big, but in the end, the house always wins.
So then, if you've made a lot of money and want to look for potential shortcuts that claim to pay off big, then more power to you.
But if you've accumulated substantial sum of money and want to utilize a proven approach that allow your money to grow from one generation to the next, then here are three Old Money principles that you'll likely want to consider.
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