We explore managing $1.8 billion in wealth, investment philosophy, and teaching kids about money. We’re joined by Brandon Johnson, CEO of JFG Wealth. We cover keys to successful family wealth management, the spectrum of risk and returns, and diversification and recency bias.

“Once we have a starting point and a target, we can start to evaluate, do we turn left, do we turn right? How do we measure success? Then that dynamic process never stops." – Brandon Johnson

EPISODE GUIDE (LINKS, QUOTES, NOTES, AND BOOKS MENTIONED)

https://www.danielscrivner.com/notes/brandon-johnson-outliers-show-notes 

FULL TEXT TRANSCRIPT

https://www.danielscrivner.com/notes/brandon-johnson-outliers-transcript 

CHAPTERS

This episode is our definitive guide to investment philosophy and wealth management. In it we cover:

• (00:00:00) – Introduction
• (00:02:27) – History of the Johnson Financial Group
• (00:10:19) – Brandon’s path to wealth management
• (00:14:39) – What is a family office?
• (00:23:16) – Keys to successful family wealth management
• (00:38:08) – Teaching kids about saving, investing, and giving back
• (00:48:05) – JFG’s process for working with new families
• (01:01:13) – The spectrum of risk and returns
• (01:09:40) – Diversification and recency bias
• (01:17:10) – Defining success

ABOUT JFG MULTI-FAMILY OFFICE

Brandon Johnson is the CEO of JFG Wealth, where Brandon and his team manage over $1.8 billion for ultra high net worth families across the United States. Before taking a hard left turn into the world of investing, Brandon first trained as a chef at Le Cordon Bleu Culinary Institute in Paris. He also serves on the board of trustees for the University of Denver and the Children's Hospital of Colorado.

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ABOUT OUTLIER ACADEMY

Learn timeless lessons on work and life from iconic founders, world-renown investors, and bestselling authors. Outlier Academy is the forever school for those chasing greatness. Past guests include Gokul Rajaram of DoorDash, Scott Belsky of Benchmark and Adobe, Joey Krug of Pantera Capital, Mark Sisson of Primal Kitchen, Luke Gromen of The Forest for the Trees, and Brian Scudamore of 1-800-GOT-JUNK.

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ABOUT DANIEL SCRIVNER

Outlier Academy is hosted by Daniel Scrivner. Over the last 15 years, Daniel has led design teams at Square and Apple, turned around a $3M+ ARR SaaS business, and invested in more than 100 companies. He launched Outlier Academy in 2020 to learn from the world’s best founders, investors, authors, and peak performance experts.

Website: https://www.danielscrivner.com

Twitter: https://www.twitter.com/danielscrivner

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