Why I Invest My Family's Money Alongside My Clients

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

Book a 1-on-1 advisory session with me to apply these principles to your business: https://calendly.com/wltb/advisory

👀 CONNECT WITH SEAN

Subscribe: https://www.youtube.com/@seanweisbrot

LinkedIn: https://linkedin.com/in/seanweisbrot

Inquiries: welivetobuild@gmail.com

🕒 CHAPTERS

00:00 - Inside a 5th Generation Family Office

03:01 - The Core Principle: Aligning Our Interests with Clients

05:53 - How We Build Portfolios Based on Your Personal Values

12:15 - The "Boring" and Stable Approach to Generational Wealth

15:08 - Can AI Revolutionize Wealth Management? A CEO's Take

20:45 - The Importance of Discretion and Personal Relationships

26:22 - Why We Don't Use Traditional Marketing to Find Clients

29:41 - The New Challenge: Estate Planning for Crypto

32:34 - Why a Computer Can Never Replace Human Trust

📈 WORK WITH ME

▶ Book a Paid Advisory Session: https://calendly.com/wltb/advisory

▶ Sponsor the Channel: https://www.welivetobuild.com/collaborate

▶ My AI/Automation Agency: https://optimai.ai

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