We Live to Build Develop your generational wealth strategy with Brendan Dunn | WLTB Podcast #149
Brendan Holt Dunn, CEO of Holdun and managing partner of Holt Xchange, discusses their fifth-generation family office that offers various wealth management services.
They build customized portfolios based on clients' unique circumstances, risk tolerance, and time horizon, focusing on generational wealth management.
00:00 - Family Office Services and Wealth Management
03:01 - How to align interest between the office and clients
05:53 - Investing Based on Clients' Values and Ethics
09:01 - Matching Risk Tolerance and Beliefs in Portfolio Allocation
12:15 - Diversification and Risk Tolerance in Investment Portfolio Building
15:08 - Using Technology to Improve Client Communication and Operations with AI
18:03 - How AI Can Improve Business Efficiency and Client Communication
20:45 - Client Relationships and Confidentiality with a Wealth Management Firm
23:35 - Personal Relationships in Business and the Limits of Marketing Outreach
26:22 - Building a Personal Brand and its Benefits
29:41 - Estate Planning for Crypto Ownership
32:34 - The Personal Relationship in Wealth Management
35:31 - Personal Relationships and Risk-Taking in Investing
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