“Making money is very very hard. Keeping money is even harder.”

So says Derek Bullen, the self-made multi-millionaire founder and CEO of S.i. Systems and author of In Defense of Wealth: A Modest Rebuttal to the Charge the Rich Are Bad for Society.

Derek is reflective, intentional, and outspoken about what he sees as the purpose of wealth – both in society and in his own life – and he pulls no punches in his analysis that the world needs more wealth creators, not fewer.

What I found most fascinating about Derek was the system he developed to manage his own family’s wealth responsibly. Family charters, councils and governance can sometimes seem like amorphous abstractions, but Derek has put theory into practice and has some fascinating ideas.

Entrepreneurs will love his epic founder’s story – with more twists and turns than a Hollywood blockbuster.

And for anyone who has just come into money – and for the wealth advisors to them – it’s a rare opportunity to hear from a peer who takes an unusually disciplined approach to managing family wealth. You may not – and likely won’t – set things up exactly as Derek has, but he will give you food for thought. Listen also for his answer to my question: How do you define wealth? It's interesting and inspiring.

Serious Coin host, Kelly Willis Green brings a personal and professional perspective on wealth -- having spent two decades working in wealth management as a marketing executive and as someone who came into affluence through marriage.

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